Black Point Wealth Management’s JPMorgan Chase JPM Stock Holding History

Black Point Wealth Management’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	–	Sell	-1,356	Closed	-$333K	–	13
2025 Q1	$333K	Sell	1,356 -744	-35%	-$190K	1.92%	11
2024 Q4	$503K	Buy	2,100 +6	+0.3%	+$1.4K	0.58%	23
2024 Q3	$442K	Sell	2,094 -194	-8%	-$40.9K	0.51%	25
2024 Q2	$463K	Buy	+2,288	New	+$447K	0.48%	27

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

Black Point Wealth Management's JPM Position: Q2 2025 in Review

Black Point Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 1,356 shares — an estimated $333K sold.

Black Point Wealth Management first reported a position in JPM in Q2 2024 and held it in 4 quarters. The position peaked at $503K in Q4 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Black Point Wealth Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Black Point Wealth Management sold 1,356 JPMorgan Chase shares in Q2 2025, an estimated $333K.
Black Point Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and held it in 4 quarters.
Black Point Wealth Management's JPMorgan Chase position peaked at $503K in Q4 2024.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Black Point Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.