Alpha DNA Investment Management’s JPMorgan Chase JPM Stock Holding History

Alpha DNA Investment 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
2025 Q2	$547K	Buy	1,888 +16	+0.9%	+$4.08K	6.09%	5
2025 Q1	$459K	Sell	1,872 -18,976	-91%	-$4.84M	6.01%	6
2024 Q4	$5M	Sell	20,848 -299	-1%	-$69.6K	1.9%	6
2024 Q3	$4.46M	Buy	21,147 +8,434	+66%	+$1.78M	1.67%	6
2024 Q2	$2.57M	Sell	12,713 -11,151	-47%	-$2.18M	1%	10
2024 Q1	$4.78M	Sell	23,864 -2,928	-11%	-$528K	1.77%	4
2023 Q4	$4.56M	Sell	26,792 -4,872	-15%	-$738K	1.78%	4
2023 Q3	$4.59M	Sell	31,664 -751	-2%	-$113K	1.88%	3
2023 Q2	$4.71M	Buy	32,415 +1,995	+7%	+$274K	1.57%	3
2023 Q1	$3.96M	Sell	30,420 -8,034	-21%	-$1.1M	1.17%	7
2022 Q4	$5.16M	Buy	38,454 +16,777	+77%	+$2.13M	1.82%	3
2022 Q3	$2.27M	Buy	+21,677	New	+$2.49M	1.88%	5
2021 Q2	–	Sell	-762	Closed	-$115K	–	371
2021 Q1	$115K	Buy	762 +189	+33%	+$27.2K	0.13%	117
2020 Q4	$72K	Buy	+573	New	+$64K	0.08%	144

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpha DNA Investment Management's JPM Position: Q2 2025 in Review

Alpha DNA Investment Management increased its JPMorgan Chase (JPM) stake by 0.85% in Q2 2025, buying an estimated $4.08K and bringing the position to 1,888 shares worth $547K. The position accounts for 6.09% of the portfolio, ranked #5.

Alpha DNA Investment Management first reported a position in JPM in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.16M in Q4 2022. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Alpha DNA Investment Management held 1,888 shares of JPMorgan Chase worth $547K as of Q2 2025.
Alpha DNA Investment Management bought 16 JPMorgan Chase shares in Q2 2025, an estimated $4.08K.
JPMorgan Chase made up 6.09% of Alpha DNA Investment Management's portfolio in Q2 2025, its #5 holding.
Alpha DNA Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 14 quarters since.
Alpha DNA Investment Management's JPMorgan Chase position peaked at $5.16M in Q4 2022.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Alpha DNA Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.