AG Campbell Advisory’s JPMorgan Chase JPM Stock Holding History

AG Campbell Advisory’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
2025 Q4	$152M	Buy	+471,920	New	+$146M	96.02%	1

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AG Campbell Advisory's JPM Position: Q4 2025 in Review

AG Campbell Advisory opened a new position in JPMorgan Chase (JPM) in Q4 2025: 471,920 shares worth $152M. The stake represents 96.02% of the portfolio and ranks #1 among its holdings.

5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

AG Campbell Advisory held 471,920 shares of JPMorgan Chase worth $152M as of Q4 2025.
JPMorgan Chase was a new AG Campbell Advisory position in Q4 2025.
JPMorgan Chase made up 96.02% of AG Campbell Advisory's portfolio in Q4 2025, its #1 holding.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on AG Campbell Advisory's 13F filing for Q4 2025, filed 4 Mar 2026.