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Breed's Hill Capital’s JPMorgan Chase JPM Stock Holding History

Breed's Hill Capital’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 		$1.35M Buy
4,642
+35
+0.8% +$8.93K 0.65% 28
2025
Q1 		$1.13M Buy
4,607
+42
+0.9% +$10.7K 0.61% 30
2024
Q4 		$1.09M Buy
4,565
+2,861
+168% +$666K 0.57% 30
2024
Q3 		$359K Sell
1,704
-17
-1% -$3.58K 0.29% 55
2024
Q2 		$348K Hold
1,721
– – 0.31% 55
2024
Q1 		$345K Sell
1,721
-209
-11% -$37.7K 0.32% 53
2023
Q4 		$328K Buy
+1,930
New +$292K 0.32% 54

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Breed's Hill Capital's JPM Position: Q2 2025 in Review

Breed's Hill Capital increased its JPMorgan Chase (JPM) stake by 0.76% in Q2 2025, buying an estimated $8.93K and bringing the position to 4,642 shares worth $1.35M. The position accounts for 0.65% of the portfolio, ranked #28.

Breed's Hill Capital first reported a position in JPM in Q4 2023 and has held it in 7 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Breed's Hill Capital held 4,642 shares of JPMorgan Chase worth $1.35M as of Q2 2025.
  • Breed's Hill Capital bought 35 JPMorgan Chase shares in Q2 2025, an estimated $8.93K.
  • JPMorgan Chase made up 0.65% of Breed's Hill Capital's portfolio in Q2 2025, its #28 holding.
  • Breed's Hill Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 7 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.