Blue Investment Partners’s JPMorgan Chase JPM Stock Holding History

Blue Investment Partners’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	$598K	Hold	2,062	–	–	0.21%	31
2025 Q1	$506K	Hold	2,062	–	–	0.19%	33
2024 Q4	$494K	Hold	2,062	–	–	0.18%	36
2024 Q3	$435K	Buy	2,062 +619	+43%	+$130K	0.18%	34
2024 Q2	$292K	Hold	1,443	–	–	0.13%	35
2024 Q1	$289K	Buy	1,443 +85	+6%	+$15.3K	0.15%	33
2023 Q4	$231K	Buy	+1,358	New	+$206K	0.15%	32
2023 Q1	–	Sell	-13,071	Closed	-$1.75M	–	31
2022 Q4	$1.75M	Buy	+13,071	New	+$1.66M	2.18%	13

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

Blue Investment Partners's JPM Position: Q2 2025 in Review

Blue Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2025 at 2,062 shares worth $598K. The position accounts for 0.21% of the portfolio, ranked #31.

Blue Investment Partners first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2022. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Blue Investment Partners held 2,062 shares of JPMorgan Chase worth $598K as of Q2 2025.
Blue Investment Partners left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.21% of Blue Investment Partners's portfolio in Q2 2025, its #31 holding.
Blue Investment Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
Blue Investment Partners's JPMorgan Chase position peaked at $1.75M in Q4 2022.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.