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Austin Private Wealth’s JPMorgan Chase JPM Stock Holding History

Austin Private Wealth’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
Q4 		$3.11M Sell
9,659
-521
-5% -$161K 0.23% 61
2025
Q3 		$3.21M Sell
10,180
-14
-0.1% -$4.16K 0.24% 59
2025
Q2 		$2.96M Buy
10,194
+454
+5% +$116K 0.23% 60
2025
Q1 		$2.39M Buy
9,740
+722
+8% +$184K 0.21% 59
2024
Q4 		$2.16M Buy
9,018
+166
+2% +$38.7K 0.2% 48
2024
Q3 		$1.87M Buy
8,852
+406
+5% +$85.5K 0.18% 50
2024
Q2 		$1.71M Buy
8,446
+1,105
+15% +$216K 0.18% 51
2024
Q1 		$1.46M Buy
7,341
+179
+2% +$32.3K 0.17% 54
2023
Q4 		$1.22M Sell
7,162
-138
-2% -$20.9K 0.15% 58
2023
Q3 		$1.06M Buy
7,300
+260
+4% +$39K 0.15% 56
2023
Q2 		$1.02M Buy
7,040
+269
+4% +$37K 0.15% 55
2023
Q1 		$882K Buy
6,771
+920
+16% +$126K 0.14% 55
2022
Q4 		$785K Buy
5,851
+682
+13% +$86.4K 0.14% 63
2022
Q3 		$540K Buy
5,169
+64
+1% +$7.34K 0.11% 67
2022
Q2 		$575K Sell
5,105
-88
-2% -$10.9K 0.13% 63
2022
Q1 		$708K Buy
5,193
+169
+3% +$24.9K 0.14% 56
2021
Q4 		$796K Sell
5,024
-459
-8% -$75.4K 0.16% 53
2021
Q3 		$897K Buy
5,483
+440
+9% +$69K 0.19% 50
2021
Q2 		$784K Sell
5,043
-305
-6% -$47.9K 0.18% 47
2021
Q1 		$814K Sell
5,348
-14
-0.3% -$2.01K 0.21% 40
2020
Q4 		$681K Buy
5,362
+1,787
+50% +$200K 0.2% 44
2020
Q3 		$344K Sell
3,575
-380
-10% -$37.3K 0.13% 62
2020
Q2 		$372K Buy
3,955
+274
+7% +$26K 0.16% 52
2020
Q1 		$331K Buy
3,681
+399
+12% +$48.5K 0.2% 49
2019
Q4 		$458K Buy
+3,282
New +$421K 0.24% 45

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

Austin Private Wealth's JPM Position: Q4 2025 in Review

Austin Private Wealth reduced its JPMorgan Chase (JPM) stake by 5.1% in Q4 2025, selling an estimated $161K and leaving 9,659 shares worth $3.11M. The position accounts for 0.23% of the portfolio, ranked #61.

Austin Private Wealth first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.21M in Q3 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Austin Private Wealth held 9,659 shares of JPMorgan Chase worth $3.11M as of Q4 2025.
  • Austin Private Wealth sold 521 JPMorgan Chase shares in Q4 2025, an estimated $161K.
  • JPMorgan Chase made up 0.23% of Austin Private Wealth's portfolio in Q4 2025, its #61 holding.
  • Austin Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's JPMorgan Chase position peaked at $3.21M in Q3 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.