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

BlackRock New York $5.7T 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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return