CAWM
JPM icon

Capital A Wealth Management’s JPMorgan Chase JPM Stock Holding History

Capital A 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
Q2 		$75.2K Buy
442
+164
+59% +$41.9K 0.84% 24
2025
Q1 		$68.2K Buy
278
+11
+4% +$2.8K 0.07% 127
2024
Q4 		$64K Buy
+267
New +$62.2K 0.11% 138

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

Capital A Wealth Management's JPM Position: Q2 2025 in Review

Capital A Wealth Management increased its JPMorgan Chase (JPM) stake by 59% in Q2 2025, buying an estimated $41.9K and bringing the position to 442 shares worth $75.2K. The position accounts for 0.84% of the portfolio, ranked #24.

Capital A Wealth Management first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Capital A Wealth Management held 442 shares of JPMorgan Chase worth $75.2K as of Q2 2025.
  • Capital A Wealth Management bought 164 JPMorgan Chase shares in Q2 2025, an estimated $41.9K.
  • JPMorgan Chase made up 0.84% of Capital A Wealth Management's portfolio in Q2 2025, its #24 holding.
  • Capital A Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.