CAZ Investments’s JPMorgan Chase JPM Stock Holding History

CAZ Investments’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 Q1	–	Sell	-6,600	Closed	-$1.58M	–	29
2024 Q4	$1.58M	Hold	6,600	–	–	2.27%	6
2024 Q3	$1.39M	Hold	6,600	–	–	0.84%	9
2024 Q2	$1.33M	Hold	6,600	–	–	0.47%	9
2024 Q1	$1.32M	Hold	6,600	–	–	2.4%	9
2023 Q4	$1.12M	Hold	6,600	–	–	1.5%	15
2023 Q3	$957K	Hold	6,600	–	–	1.74%	13
2023 Q2	$960K	Hold	6,600	–	–	1.14%	13
2023 Q1	$860K	Sell	6,600 -2,500	-27%	-$343K	1.74%	13
2022 Q4	$1.22M	Hold	9,100	–	–	2.19%	10
2022 Q3	$951K	Hold	9,100	–	–	3.99%	8
2022 Q2	$1.02M	Buy	9,100 +1,600	+21%	+$198K	3.14%	9
2022 Q1	$1.02M	Hold	7,500	–	–	0.58%	18
2021 Q4	$1.19M	Sell	7,500 -1,200	-14%	-$197K	0.68%	8
2021 Q3	$1.42M	Hold	8,700	–	–	0.51%	13
2021 Q2	$1.35M	Sell	8,700 -3,000	-26%	-$471K	0.44%	14
2021 Q1	$1.78M	Sell	11,700 -3,300	-22%	-$475K	0.79%	15
2020 Q4	$1.91M	Hold	15,000	–	–	0.8%	17
2020 Q3	$1.44M	Hold	15,000	–	–	1.88%	12
2020 Q2	$1.41M	Buy	15,000 +7,818	+109%	+$742K	1.32%	22
2020 Q1	$647K	Buy	+7,182	New	+$873K	1.66%	12

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAZ Investments's JPM Position: Q1 2025 in Review

CAZ Investments sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 6,600 shares — an estimated $1.58M sold.

CAZ Investments first reported a position in JPM in Q1 2020 and held it in 20 quarters. The position peaked at $1.91M in Q4 2020. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

CAZ Investments reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
CAZ Investments sold 6,600 JPMorgan Chase shares in Q1 2025, an estimated $1.58M.
CAZ Investments first reported a position in JPMorgan Chase in Q1 2020 and held it in 20 quarters.
CAZ Investments's JPMorgan Chase position peaked at $1.91M in Q4 2020.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on CAZ Investments's 13F filing for Q1 2025, filed 15 May 2025.