APW
JPM icon

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 		$870K Buy
2,700
+800
+42% +$248K 0.06% 119
2025
Q3 		$599K Buy
1,900
+1,500
+375% +$446K 0.05% 160
2025
Q2 		$116K Sell
400
-100
-20% -$25.5K 0.01% 295
2025
Q1 		$123K Sell
500
-1,300
-72% -$331K 0.01% 289
2024
Q4 		$431K Buy
1,800
+600
+50% +$140K 0.04% 158
2024
Q3 		$253K Buy
1,200
+700
+140% +$147K 0.02% 223
2024
Q2 		$101 Sell
500
-800
-62% -$156K ﹤0.01% 257
2024
Q1 		$257 Sell
1,300
-78,700
-98% -$14.2M ﹤0.01% 237
2023
Q4 		$136 Buy
80,000
+78,500
+5,233% +$11.9M ﹤0.01% 239
2023
Q3 		$219 Sell
1,500
-98,500
-99% -$14.8M ﹤0.01% 175
2023
Q2 		$145 Buy
100,000
+98,400
+6,150% +$13.5M ﹤0.01% 186
2023
Q1 		$208 Buy
1,600
+1,300
+433% +$178K ﹤0.01% 155
2022
Q4 		$40 Buy
+300
New +$38K ﹤0.01% 158
2022
Q2 		– Sell
-300
Closed -$41K – 156
2022
Q1 		$41K Sell
300
-2,900
-91% -$428K 0.01% 149
2021
Q4 		$507K Buy
3,200
+2,700
+540% +$443K 0.1% 76
2021
Q3 		$82K Buy
+500
New +$78.4K 0.02% 136

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.