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Bordeaux Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bordeaux Wealth Advisors’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 		$2.51M Sell
8,672
-145
-2% -$37K 0.32% 36
2025
Q1 		$2.16M Sell
8,817
-527
-6% -$134K 0.4% 36
2024
Q4 		$2.24M Buy
9,344
+238
+3% +$55.4K 0.36% 35
2024
Q3 		$1.92M Buy
9,106
+1,400
+18% +$295K 0.35% 39
2024
Q2 		$1.56M Buy
7,706
+338
+5% +$66.1K 0.3% 43
2024
Q1 		$1.48M Sell
7,368
-281
-4% -$50.7K 0.49% 27
2023
Q4 		$1.3M Buy
7,649
+1,065
+16% +$161K 0.44% 30
2023
Q3 		$955K Sell
6,584
-36
-0.5% -$5.4K 0.39% 36
2023
Q2 		$963K Buy
6,620
+135
+2% +$18.6K 0.39% 33
2023
Q1 		$845K Buy
6,485
+202
+3% +$27.7K 0.44% 35
2022
Q4 		$843K Buy
6,283
+83
+1% +$10.5K 0.46% 33
2022
Q3 		$648K Buy
6,200
+47
+0.8% +$5.39K 0.41% 40
2022
Q2 		$693K Sell
6,153
-276
-4% -$34.2K 0.48% 37
2022
Q1 		$876K Buy
6,429
+801
+14% +$118K 0.47% 36
2021
Q4 		$891K Buy
5,628
+1,503
+36% +$247K 0.41% 44
2021
Q3 		$675K Buy
4,125
+457
+12% +$71.6K 0.38% 42
2021
Q2 		$571K Buy
3,668
+450
+14% +$70.7K 0.33% 46
2021
Q1 		$490K Sell
3,218
-14
-0.4% -$2.01K 0.34% 44
2020
Q4 		$411K Buy
+3,232
New +$361K 0.31% 51

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

Bordeaux Wealth Advisors's JPM Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2025, selling an estimated $37K and leaving 8,672 shares worth $2.51M. The position accounts for 0.32% of the portfolio, ranked #36.

Bordeaux Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Bordeaux Wealth Advisors held 8,672 shares of JPMorgan Chase worth $2.51M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 145 JPMorgan Chase shares in Q2 2025, an estimated $37K.
  • JPMorgan Chase made up 0.32% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #36 holding.
  • Bordeaux Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.