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Bard Financial Services’s JPMorgan Chase JPM Stock Holding History

Bard Financial Services’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 		$13.9M Sell
44,060
-600
-1% -$178K 1.53% 11
2025
Q2 		$12.9M Sell
44,660
-1,025
-2% -$262K 1.55% 9
2025
Q1 		$11.2M Sell
45,685
-2,045
-4% -$521K 1.37% 15
2024
Q4 		$11.4M Sell
47,730
-400
-0.8% -$93.2K 1.37% 14
2024
Q3 		$10.1M Sell
48,130
-9,060
-16% -$1.91M 1.2% 20
2024
Q2 		$11.6M Sell
57,190
-775
-1% -$152K 1.2% 22
2024
Q1 		$11.6M Sell
57,965
-1,060
-2% -$191K 1.23% 20
2023
Q4 		$10M Buy
59,025
+310
+0.5% +$47K 1.13% 22
2023
Q3 		$8.51M Buy
58,715
+250
+0.4% +$37.5K 1.05% 24
2023
Q2 		$8.5M Sell
58,465
-475
-0.8% -$65.3K 0.64% 37
2023
Q1 		$7.68M Buy
58,940
+175
+0.3% +$24K 0.61% 42
2022
Q4 		$7.88M Sell
58,765
-250
-0.4% -$31.7K 0.67% 40
2022
Q3 		$6.17M Buy
59,015
+500
+0.9% +$57.4K 0.58% 44
2022
Q2 		$6.59M Buy
58,515
+675
+1% +$83.6K 0.6% 43
2022
Q1 		$7.88M Sell
57,840
-1,250
-2% -$185K 0.64% 43
2021
Q4 		$9.36M Hold
59,090
– – 0.75% 33
2021
Q3 		$9.67M Hold
59,090
– – 0.86% 29
2021
Q2 		$9.19M Hold
59,090
– – 0.82% 32
2021
Q1 		$8.89M Sell
59,090
-250
-0.4% -$36K 0.86% 31
2020
Q4 		$7.54M Buy
+59,340
New +$6.63M 0.76% 36

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

Bard Financial Services's JPM Position: Q3 2025 in Review

Bard Financial Services reduced its JPMorgan Chase (JPM) stake by 1.3% in Q3 2025, selling an estimated $178K and leaving 44,060 shares worth $13.9M. The position accounts for 1.53% of the portfolio, ranked #11.

Bard Financial Services first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Bard Financial Services held 44,060 shares of JPMorgan Chase worth $13.9M as of Q3 2025.
  • Bard Financial Services sold 600 JPMorgan Chase shares in Q3 2025, an estimated $178K.
  • JPMorgan Chase made up 1.53% of Bard Financial Services's portfolio in Q3 2025, its #11 holding.
  • Bard Financial Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.