BIP Alliance’s JPMorgan Chase JPM Stock Holding History

BIP Alliance’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	$523K	Buy	1,805 +22	+1%	+$5.61K	0.2%	32
2025 Q1	$437K	Sell	1,783 -6	-0.3%	-$1.53K	0.18%	32
2024 Q4	$429K	Buy	+1,789	New	+$417K	0.18%	35

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIP Alliance's JPM Position: Q2 2025 in Review

BIP Alliance increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2025, buying an estimated $5.61K and bringing the position to 1,805 shares worth $523K. The position accounts for 0.2% of the portfolio, ranked #32.

BIP Alliance first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

BIP Alliance held 1,805 shares of JPMorgan Chase worth $523K as of Q2 2025.
BIP Alliance bought 22 JPMorgan Chase shares in Q2 2025, an estimated $5.61K.
JPMorgan Chase made up 0.2% of BIP Alliance's portfolio in Q2 2025, its #32 holding.
BIP Alliance first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on BIP Alliance's 13F filing for Q2 2025, filed 31 Jul 2025.