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Advent Capital Management’s JPMorgan Chase JPM Stock Holding History

Advent Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,300
Closed -$10K – 230
2018
Q4 		$10K Buy
+1,300
New +$139K ﹤0.01% 221
2015
Q1 		– Sell
-1,000
Closed -$120K – 483
2014
Q4 		$120K Buy
+1,000
New +$60.2K ﹤0.01% 429

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advent Capital Management's JPM Position: Q3 2025 in Review

Advent Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 10,000 shares — an estimated $2.9M sold.

Advent Capital Management first reported a position in JPM in Q3 2013 and held it in 6 quarters. The position peaked at $9.06M in Q1 2014. 4,755 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Advent Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Advent Capital Management sold 10,000 JPMorgan Chase shares in Q3 2025, an estimated $2.9M.
  • Advent Capital Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 6 quarters.
  • Advent Capital Management's JPMorgan Chase position peaked at $9.06M in Q1 2014.
  • 4,755 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Advent Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.