AIFG Consultants’s JPMorgan Chase JPM Stock Holding History

AIFG Consultants’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	$315K	Sell	977 -190	-16%	-$58.8K	0.54%	41
2025 Q3	$368K	Sell	1,167 -393	-25%	-$117K	0.65%	39
2025 Q2	$452K	Buy	1,560 +387	+33%	+$98.8K	0.88%	31
2025 Q1	$288K	Hold	1,173	–	–	0.47%	44
2024 Q4	$281K	Sell	1,173 -2	-0.2%	-$466	0.46%	42
2024 Q3	$248K	Buy	1,175 +2	+0.2%	+$421	0.19%	43
2024 Q2	$237K	Buy	1,173 +13	+1%	+$2.54K	0.18%	42
2024 Q1	$232K	Buy	+1,160	New	+$209K	0.17%	43

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

AIFG Consultants's JPM Position: Q4 2025 in Review

AIFG Consultants reduced its JPMorgan Chase (JPM) stake by 16% in Q4 2025, selling an estimated $58.8K and leaving 977 shares worth $315K. The position accounts for 0.54% of the portfolio, ranked #41.

AIFG Consultants first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $452K in Q2 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

AIFG Consultants held 977 shares of JPMorgan Chase worth $315K as of Q4 2025.
AIFG Consultants sold 190 JPMorgan Chase shares in Q4 2025, an estimated $58.8K.
JPMorgan Chase made up 0.54% of AIFG Consultants's portfolio in Q4 2025, its #41 holding.
AIFG Consultants first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
AIFG Consultants's JPMorgan Chase position peaked at $452K in Q2 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.