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Brass Tax Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brass Tax 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
Q3 		$3.21M Sell
10,169
-89
-0.9% -$26.5K 0.53% 28
2025
Q2 		$2.97M Buy
10,258
+323
+3% +$82.4K 0.57% 28
2025
Q1 		$2.44M Buy
9,935
+26
+0.3% +$6.63K 0.51% 31
2024
Q4 		$2.38M Sell
9,909
-174
-2% -$40.5K 0.5% 32
2024
Q3 		$2.13M Buy
10,083
+7,122
+241% +$1.5M 0.46% 32
2024
Q2 		$599K Buy
2,961
+1,212
+69% +$237K 0.26% 56
2024
Q1 		$350K Buy
+1,749
New +$316K 0.18% 69

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brass Tax Wealth Management's JPM Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.87% in Q3 2025, selling an estimated $26.5K and leaving 10,169 shares worth $3.21M. The position accounts for 0.53% of the portfolio, ranked #28.

Brass Tax Wealth Management first reported a position in JPM in Q1 2024 and has held it in 7 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Brass Tax Wealth Management held 10,169 shares of JPMorgan Chase worth $3.21M as of Q3 2025.
  • Brass Tax Wealth Management sold 89 JPMorgan Chase shares in Q3 2025, an estimated $26.5K.
  • JPMorgan Chase made up 0.53% of Brass Tax Wealth Management's portfolio in Q3 2025, its #28 holding.
  • Brass Tax Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 7 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.