Atria Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Atria Wealth Solutions’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	$19.6M	Sell	67,471 -82,054	-55%	-$20.9M	0.44%	38
2025 Q1	$36.7M	Sell	149,525 -19,642	-12%	-$5.01M	0.44%	39
2024 Q4	$40.6M	Sell	169,167 -5,508	-3%	-$1.28M	0.44%	38
2024 Q3	$36.8M	Sell	174,675 -6,898	-4%	-$1.45M	0.4%	45
2024 Q2	$36.7M	Sell	181,573 -8,676	-5%	-$1.7M	0.41%	41
2024 Q1	$38.1M	Buy	190,249 +12,468	+7%	+$2.25M	0.43%	34
2023 Q4	$30.2M	Sell	177,781 -1,985	-1%	-$301K	0.38%	45
2023 Q3	$26.1M	Sell	179,766 -9,704	-5%	-$1.45M	0.37%	53
2023 Q2	$27.6M	Sell	189,470 -5,786	-3%	-$796K	0.38%	45
2023 Q1	$25.4M	Buy	195,256 +736	+0.4%	+$101K	0.38%	50
2022 Q4	$26.1M	Buy	194,520 +8,668	+5%	+$1.1M	0.42%	43
2022 Q3	$19.4M	Sell	185,852 -746	-0.4%	-$85.6K	0.34%	62
2022 Q2	$21M	Buy	186,598 +41,765	+29%	+$5.17M	0.39%	55
2022 Q1	$19.7M	Buy	+144,833	New	+$21.4M	0.33%	62

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Wealth Solutions's JPM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Chase (JPM) stake by 55% in Q2 2025, selling an estimated $20.9M and leaving 67,471 shares worth $19.6M. The position accounts for 0.44% of the portfolio, ranked #38.

Atria Wealth Solutions first reported a position in JPM in Q1 2022 and has held it in 14 quarters since. The position peaked at $40.6M in Q4 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Atria Wealth Solutions held 67,471 shares of JPMorgan Chase worth $19.6M as of Q2 2025.
Atria Wealth Solutions sold 82,054 JPMorgan Chase shares in Q2 2025, an estimated $20.9M.
JPMorgan Chase made up 0.44% of Atria Wealth Solutions's portfolio in Q2 2025, its #38 holding.
Atria Wealth Solutions first reported a position in JPMorgan Chase in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's JPMorgan Chase position peaked at $40.6M in Q4 2024.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.