Chris Bulman’s JPMorgan Chase JPM Stock Holding History

Chris Bulman’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	-938	Closed	-$230K	–	131
2025 Q1	$230K	Buy	938 +68	+8%	+$17.3K	0.15%	107
2024 Q4	$209K	Buy	+870	New	+$203K	0.13%	119
2024 Q3	–	Sell	-682	Closed	-$138K	–	274
2024 Q2	$138K	Buy	+682	New	+$133K	0.09%	116

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

Chris Bulman's JPM Position: Q2 2025 in Review

Chris Bulman sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 938 shares — an estimated $230K sold.

Chris Bulman first reported a position in JPM in Q2 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Chris Bulman reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Chris Bulman sold 938 JPMorgan Chase shares in Q2 2025, an estimated $230K.
Chris Bulman first reported a position in JPMorgan Chase in Q2 2024 and held it in 3 quarters.
Chris Bulman's JPMorgan Chase position peaked at $230K in Q1 2025.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.