AWM
JPM icon

Altus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Altus Wealth 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 		– Sell
-3,373
Closed -$827K – 36
2025
Q1 		$827K Buy
3,373
+6
+0.2% +$1.53K 0.39% 19
2024
Q4 		$807K Buy
3,367
+55
+2% +$12.8K 0.36% 21
2024
Q3 		$698K Sell
3,312
-1
-0% -$211 0.33% 20
2024
Q2 		$670K Buy
3,313
+30
+0.9% +$5.87K 0.32% 21
2024
Q1 		$658K Buy
3,283
+178
+6% +$32.1K 0.35% 19
2023
Q4 		$528K Buy
3,105
+349
+13% +$52.9K 0.32% 20
2023
Q3 		$400K Buy
2,756
+52
+2% +$7.79K 0.28% 24
2023
Q2 		$393K Buy
2,704
+44
+2% +$6.05K 0.31% 18
2023
Q1 		$347K Buy
2,660
+8
+0.3% +$1.1K 0.29% 19
2022
Q4 		$356K Buy
2,652
+8
+0.3% +$1.01K 0.31% 18
2022
Q3 		$276K Buy
2,644
+10
+0.4% +$1.15K 0.24% 26
2022
Q2 		$297K Buy
2,634
+9
+0.3% +$1.11K 0.23% 27
2022
Q1 		$358K Buy
2,625
+7
+0.3% +$1.03K 0.25% 26
2021
Q4 		$415K Buy
2,618
+7
+0.3% +$1.15K 0.25% 25
2021
Q3 		$427K Buy
2,611
+6
+0.2% +$941 0.27% 21
2021
Q2 		$405K Buy
2,605
+6
+0.2% +$942 0.26% 22
2021
Q1 		$396K Buy
2,599
+8
+0.3% +$1.15K 0.28% 22
2020
Q4 		$329K Sell
2,591
-261
-9% -$29.2K 0.26% 21
2020
Q3 		$275K Sell
2,852
-116
-4% -$11.4K 0.25% 23
2020
Q2 		$279K Buy
2,968
+9
+0.3% +$854 0.31% 19
2020
Q1 		$266K Sell
2,959
-41
-1% -$4.98K 0.38% 18
2019
Q4 		$418K Buy
+3,000
New +$385K 0.41% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Altus Wealth Management's JPM Position: Q2 2025 in Review

Altus Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 3,373 shares — an estimated $827K sold.

Altus Wealth Management first reported a position in JPM in Q4 2019 and held it in 22 quarters. The position peaked at $827K in Q1 2025. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Altus Wealth Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Altus Wealth Management sold 3,373 JPMorgan Chase shares in Q2 2025, an estimated $827K.
  • Altus Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 22 quarters.
  • Altus Wealth Management's JPMorgan Chase position peaked at $827K in Q1 2025.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.