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Blue Barn Wealth’s JPMorgan Chase JPM Stock Holding History

Blue Barn Wealth’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
Q4 		$238K Sell
738
-474
-39% -$147K 0.35% 39
2025
Q3 		$382K Sell
1,212
-68
-5% -$20.2K 0.17% 85
2025
Q2 		$371K Buy
1,280
+344
+37% +$87.8K 0.17% 90
2025
Q1 		$230K Sell
936
-13
-1% -$3.31K 0.12% 133
2024
Q4 		$227K Buy
+949
New +$221K 0.12% 130
2024
Q3 		– Sell
-1,036
Closed -$210K – 160
2024
Q2 		$210K Buy
+1,036
New +$203K 0.12% 128
2024
Q1 		– Sell
-1,254
Closed -$213K – 142
2023
Q4 		$213K Sell
1,254
-477
-28% -$72.3K 0.13% 110
2023
Q3 		$251K Sell
1,731
-27
-2% -$4.05K 0.16% 100
2023
Q2 		$256K Sell
1,758
-138
-7% -$19K 0.17% 97
2023
Q1 		$247K Buy
1,896
+361
+24% +$49.5K 0.15% 100
2022
Q4 		$206K Sell
1,535
-666
-30% -$84.4K 0.14% 113
2022
Q3 		$230K Buy
2,201
+415
+23% +$47.6K 0.16% 94
2022
Q2 		$201K Buy
+1,786
New +$221K 0.15% 112
2022
Q1 		– Sell
-1,355
Closed -$215K – 129
2021
Q4 		$215K Sell
1,355
-3
-0.2% -$493 0.15% 116
2021
Q3 		$222K Buy
+1,358
New +$213K 0.19% 96

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

Blue Barn Wealth's JPM Position: Q4 2025 in Review

Blue Barn Wealth reduced its JPMorgan Chase (JPM) stake by 39% in Q4 2025, selling an estimated $147K and leaving 738 shares worth $238K. The position accounts for 0.35% of the portfolio, ranked #39.

Blue Barn Wealth first reported a position in JPM in Q3 2021 and has held it in 15 quarters since. The position peaked at $382K in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Blue Barn Wealth held 738 shares of JPMorgan Chase worth $238K as of Q4 2025.
  • Blue Barn Wealth sold 474 JPMorgan Chase shares in Q4 2025, an estimated $147K.
  • JPMorgan Chase made up 0.35% of Blue Barn Wealth's portfolio in Q4 2025, its #39 holding.
  • Blue Barn Wealth first reported a position in JPMorgan Chase in Q3 2021 and has held it in 15 quarters since.
  • Blue Barn Wealth's JPMorgan Chase position peaked at $382K in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.