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ASB Consultores’s JPMorgan Chase JPM Stock Holding History

ASB Consultores’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
Q3 		– Sell
-4,107
Closed -$1.19M – 84
2025
Q2 		$1.19M Buy
4,107
+467
+13% +$119K 0.8% 22
2025
Q1 		$893K Sell
3,640
-4,171
-53% -$1.06M 0.58% 24
2024
Q4 		$1.87M Sell
7,811
-9
-0.1% -$2.1K 0.78% 18
2024
Q3 		$1.65M Sell
7,820
-195
-2% -$41.1K 0.65% 22
2024
Q2 		$1.62M Sell
8,015
-3,573
-31% -$699K 0.58% 21
2024
Q1 		$2.32M Buy
11,588
+7,512
+184% +$1.36M 0.6% 24
2023
Q4 		$693K Sell
4,076
-4,068
-50% -$616K 0.23% 36
2023
Q3 		$1.18M Sell
8,144
-3,542
-30% -$531K 0.46% 28
2023
Q2 		$1.7M Sell
11,686
-537
-4% -$73.9K 0.83% 20
2023
Q1 		$1.59M Buy
12,223
+2,779
+29% +$381K 0.64% 25
2022
Q4 		$1.27M Buy
9,444
+909
+11% +$115K 0.52% 26
2022
Q3 		$892K Buy
8,535
+788
+10% +$90.4K 0.42% 31
2022
Q2 		$872K Buy
7,747
+249
+3% +$30.9K 0.38% 28
2022
Q1 		$1.02M Sell
7,498
-215
-3% -$31.7K 0.43% 28
2021
Q4 		$1.22M Buy
+7,713
New +$1.27M 0.6% 22

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ASB Consultores's JPM Position: Q3 2025 in Review

ASB Consultores sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 4,107 shares — an estimated $1.19M sold.

ASB Consultores first reported a position in JPM in Q4 2021 and held it in 15 quarters. The position peaked at $2.32M in Q1 2024. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • ASB Consultores reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • ASB Consultores sold 4,107 JPMorgan Chase shares in Q3 2025, an estimated $1.19M.
  • ASB Consultores first reported a position in JPMorgan Chase in Q4 2021 and held it in 15 quarters.
  • ASB Consultores's JPMorgan Chase position peaked at $2.32M in Q1 2024.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on ASB Consultores's 13F filing for Q3 2025, filed 4 Nov 2025.