Belmont Capital’s JPMorgan Chase JPM Stock Holding History

Belmont Capital’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	$3.39M	Hold	11,704	–	–	0.52%	18
2025 Q1	$2.87M	Sell	11,704 -16	-0.1%	-$4.08K	0.52%	20
2024 Q4	$2.81M	Sell	11,720 -18	-0.2%	-$4.19K	0.46%	23
2024 Q3	$2.48M	Sell	11,738 -5,198	-31%	-$1.09M	0.41%	22
2024 Q2	$3.43M	Buy	16,936 +9,257	+121%	+$1.81M	0.64%	17
2024 Q1	$1.54M	Hold	7,679	–	–	0.42%	25
2023 Q4	$1.31M	Hold	7,679	–	–	0.56%	25
2023 Q3	$1.11M	Buy	7,679 +2,249	+41%	+$337K	0.6%	23
2023 Q2	$790K	Buy	5,430 +226	+4%	+$31.1K	0.44%	28
2023 Q1	$678K	Hold	5,204	–	–	0.56%	17
2022 Q4	$698K	Hold	5,204	–	–	0.75%	17
2022 Q3	$544K	Buy	+5,204	New	+$597K	0.64%	15
2021 Q1	–	Sell	-50	Closed	-$6K	–	64
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	58
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	47
2020 Q2	$5K	Hold	50	–	–	﹤0.01%	49
2020 Q1	$5K	Hold	50	–	–	﹤0.01%	49
2019 Q4	$7K	Buy	+50	New	+$6.41K	0.01%	43

Other funds holding JPM

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Belmont Capital's JPM Position: Q2 2025 in Review

Belmont Capital held its JPMorgan Chase (JPM) position steady in Q2 2025 at 11,704 shares worth $3.39M. The position accounts for 0.52% of the portfolio, ranked #18.

Belmont Capital first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.43M in Q2 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Belmont Capital held 11,704 shares of JPMorgan Chase worth $3.39M as of Q2 2025.
Belmont Capital left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.52% of Belmont Capital's portfolio in Q2 2025, its #18 holding.
Belmont Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
Belmont Capital's JPMorgan Chase position peaked at $3.43M in Q2 2024.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.