CHB Investment Group’s JPMorgan Chase JPM Stock Holding History

CHB Investment Group’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	–	Sell	-878	Closed	-$215K	–	79
2025 Q1	$215K	Hold	878	–	–	0.11%	72
2024 Q4	$210K	Buy	+878	New	+$204K	0.11%	73

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CHB Investment Group's JPM Position: Q2 2025 in Review

CHB Investment Group sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 878 shares — an estimated $215K sold.

CHB Investment Group first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 4,750 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

CHB Investment Group reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
CHB Investment Group sold 878 JPMorgan Chase shares in Q2 2025, an estimated $215K.
CHB Investment Group first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
CHB Investment Group's JPMorgan Chase position peaked at $215K in Q1 2025.
4,750 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.