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JPM icon

AlphaQuest’s JPMorgan Chase JPM Stock Holding History

AlphaQuest’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
2026
Q1 		– Sell
-2,814
Closed -$907K – 1038
2025
Q4 		$907K Sell
2,814
-6,355
-69% -$1.97M 0.05% 482
2025
Q3 		$2.89M Buy
9,169
+3,574
+64% +$1.06M 0.19% 110
2025
Q2 		$1.62M Sell
5,595
-38
-0.7% -$9.7K 0.16% 141
2025
Q1 		$1.38M Buy
+5,633
New +$1.44M 0.15% 192
2024
Q4 		– Sell
-3,674
Closed -$775K – 1862
2024
Q3 		$775K Sell
3,674
-1,944
-35% -$409K 0.07% 471
2024
Q2 		$1.14M Sell
5,618
-4,545
-45% -$889K 0.15% 211
2024
Q1 		$2.04M Buy
10,163
+3,567
+54% +$644K 0.35% 43
2023
Q4 		$1.12M Buy
+6,596
New +$1,000K 0.24% 111

Other funds holding JPM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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