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Angeles Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-5,416
Closed -$1.3M – 115
2024
Q4 		$1.3M Buy
5,416
+17
+0.3% +$3.96K 0.06% 38
2024
Q3 		$1.14M Buy
5,399
+58
+1% +$12.2K 0.06% 43
2024
Q2 		$1.08M Sell
5,341
-1,606
-23% -$314K 0.06% 45
2024
Q1 		$1.39M Buy
6,947
+553
+9% +$99.8K 0.07% 34
2023
Q4 		$1.09M Buy
6,394
+269
+4% +$40.8K 0.07% 37
2023
Q3 		$888K Sell
6,125
-2,671
-30% -$400K 0.07% 37
2023
Q2 		$1.28M Buy
8,796
+1,302
+17% +$179K 0.11% 25
2023
Q1 		$977K Buy
7,494
+4,418
+144% +$605K 0.08% 32
2022
Q4 		$412K Buy
+3,076
New +$390K 0.04% 46
2022
Q3 		– Sell
-2,850
Closed -$321K – 87
2022
Q2 		$321K Hold
2,850
– – 0.03% 61
2022
Q1 		$389K Sell
2,850
-4,576
-62% -$675K 0.03% 62
2021
Q4 		$1.18M Buy
7,426
+3,600
+94% +$591K 0.06% 78
2021
Q3 		$626K Buy
+3,826
New +$600K 0.04% 96
2020
Q3 		– Sell
-2,203
Closed -$207K – 112
2020
Q2 		$207K Buy
+2,203
New +$209K 0.03% 101
2020
Q1 		– Sell
-5,884
Closed -$820K – 99
2019
Q4 		$820K Buy
5,884
+253
+4% +$32.4K 0.17% 37
2019
Q3 		$663K Buy
5,631
+3,087
+121% +$349K 0.14% 40
2019
Q2 		$284K Buy
+2,544
New +$280K 0.07% 54

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Angeles Investment Advisors's JPM Position: Q1 2025 in Review

Angeles Investment Advisors sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 5,416 shares — an estimated $1.3M sold.

Angeles Investment Advisors first reported a position in JPM in Q2 2019 and held it in 17 quarters. The position peaked at $1.39M in Q1 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Angeles Investment Advisors reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 5,416 JPMorgan Chase shares in Q1 2025, an estimated $1.3M.
  • Angeles Investment Advisors first reported a position in JPMorgan Chase in Q2 2019 and held it in 17 quarters.
  • Angeles Investment Advisors's JPMorgan Chase position peaked at $1.39M in Q1 2024.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.