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Better Money Decisions’s JPMorgan Chase JPM Stock Holding History

Better Money Decisions’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 		$860K Buy
2,967
+14
+0.5% +$3.57K 0.52% 36
2025
Q1 		$724K Sell
2,953
-582
-16% -$148K 0.48% 37
2024
Q4 		$847K Buy
3,535
+491
+16% +$114K 0.59% 31
2024
Q3 		$642K Buy
3,044
+211
+7% +$44.4K 0.46% 36
2024
Q2 		$573K Sell
2,833
-215
-7% -$42K 0.43% 36
2024
Q1 		$611K Buy
3,048
+1,345
+79% +$243K 0.48% 34
2023
Q4 		$290K Buy
1,703
+93
+6% +$14.1K 0.24% 51
2023
Q3 		$233K Hold
1,610
– – 0.21% 54
2023
Q2 		$234K Buy
1,610
+31
+2% +$4.26K 0.19% 58
2023
Q1 		$206K Hold
1,579
– – 0.17% 62
2022
Q4 		$212K Buy
+1,579
New +$200K 0.18% 62
2022
Q3 		– Sell
-1,484
Closed -$167K – 250
2022
Q2 		$167K Sell
1,484
-74
-5% -$9.17K 0.14% 61
2022
Q1 		$212K Sell
1,558
-1
-0.1% -$148 0.2% 58
2021
Q4 		$247K Sell
1,559
-594
-28% -$97.5K 0.21% 56
2021
Q3 		$352K Buy
2,153
+12
+0.6% +$1.88K 0.29% 49
2021
Q2 		$333K Buy
2,141
+11
+0.5% +$1.73K 0.3% 49
2021
Q1 		$324K Buy
+2,130
New +$306K 0.33% 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

Better Money Decisions's JPM Position: Q2 2025 in Review

Better Money Decisions increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2025, buying an estimated $3.57K and bringing the position to 2,967 shares worth $860K. The position accounts for 0.52% of the portfolio, ranked #36.

Better Money Decisions first reported a position in JPM in Q1 2021 and has held it in 17 quarters since. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Better Money Decisions held 2,967 shares of JPMorgan Chase worth $860K as of Q2 2025.
  • Better Money Decisions bought 14 JPMorgan Chase shares in Q2 2025, an estimated $3.57K.
  • JPMorgan Chase made up 0.52% of Better Money Decisions's portfolio in Q2 2025, its #36 holding.
  • Better Money Decisions first reported a position in JPMorgan Chase in Q1 2021 and has held it in 17 quarters since.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.