Conquis Financial’s JPMorgan Chase JPM Stock Holding History

Conquis Financial’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	-48	Closed	-$11.5K	–	132
2024 Q4	$11.5K	Buy	+48	New	+$11.2K	0.01%	63

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 $3.37T AUM 44.26% 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

Conquis Financial's JPM Position: Q1 2025 in Review

Conquis Financial sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 48 shares — an estimated $11.5K sold.

Conquis Financial first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 4,666 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Conquis Financial reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 48 JPMorgan Chase shares in Q1 2025, an estimated $11.5K.
Conquis Financial first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
Conquis Financial's JPMorgan Chase position peaked at $11.5K in Q4 2024.
4,666 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.