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Bowman & Company’s JPMorgan Chase JPM Stock Holding History

Bowman & Company’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 		$8.27M Sell
25,650
-152
-0.6% -$47.1K 3.48% 4
2025
Q3 		$8.14M Sell
25,802
-340
-1% -$101K 3.43% 4
2025
Q2 		$7.58M Buy
26,142
+255
+1% +$65.1K 3.38% 5
2025
Q1 		$6.35M Buy
25,887
+1,009
+4% +$257K 3.12% 6
2024
Q4 		$5.96M Sell
24,878
-536
-2% -$125K 3.08% 6
2024
Q3 		$5.36M Buy
25,414
+2,163
+9% +$456K 2.81% 6
2024
Q2 		$4.7M Buy
23,251
+1,568
+7% +$307K 2.72% 6
2024
Q1 		$4.34M Sell
21,683
-383
-2% -$69.1K 2.62% 8
2023
Q4 		$3.75M Buy
22,066
+1,159
+6% +$176K 2.61% 8
2023
Q3 		$3.03M Buy
20,907
+1,269
+6% +$190K 2.41% 8
2023
Q2 		$2.86M Buy
19,638
+740
+4% +$102K 2.16% 11
2023
Q1 		$2.46M Buy
18,898
+1,396
+8% +$191K 1.81% 11
2022
Q4 		$2.35M Buy
17,502
+1,340
+8% +$170K 1.82% 11
2022
Q3 		$1.69M Buy
16,162
+722
+5% +$82.9K 1.53% 11
2022
Q2 		$1.74M Buy
15,440
+1,561
+11% +$193K 1.52% 11
2022
Q1 		$1.89M Buy
13,879
+1,852
+15% +$273K 1.46% 11
2021
Q4 		$1.91M Buy
+12,027
New +$1.98M 1.47% 11

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

Bowman & Company's JPM Position: Q4 2025 in Review

Bowman & Company reduced its JPMorgan Chase (JPM) stake by 0.59% in Q4 2025, selling an estimated $47.1K and leaving 25,650 shares worth $8.27M. The position accounts for 3.48% of the portfolio, ranked #4.

Bowman & Company first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Bowman & Company held 25,650 shares of JPMorgan Chase worth $8.27M as of Q4 2025.
  • Bowman & Company sold 152 JPMorgan Chase shares in Q4 2025, an estimated $47.1K.
  • JPMorgan Chase made up 3.48% of Bowman & Company's portfolio in Q4 2025, its #4 holding.
  • Bowman & Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.