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Cook Wealth’s JPMorgan Chase JPM Stock Holding History

Cook Wealth’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
-1,893
Closed -$503K – 54
2024
Q4 		$503K Buy
1,893
+155
+9% +$36.1K 0.24% 33
2024
Q3 		$390K Sell
1,738
-1,196
-41% -$252K 0.2% 38
2024
Q2 		$612K Sell
2,934
-364
-11% -$71.2K 0.33% 32
2024
Q1 		$632K Sell
3,298
-2
-0.1% -$361 0.38% 27
2023
Q4 		$563K Buy
3,300
+77
+2% +$11.7K 0.36% 29
2023
Q3 		$454K Buy
3,223
+400
+14% +$60K 0.35% 24
2023
Q2 		$440K Buy
2,823
+235
+9% +$32.3K 0.34% 22
2023
Q1 		$355K Buy
2,588
+15
+0.6% +$2.06K 0.3% 22
2022
Q4 		$345K Hold
2,573
– – 0.33% 22
2022
Q3 		$321K Hold
2,573
– – 0.35% 24
2022
Q2 		$294K Sell
2,573
-80
-3% -$9.91K 0.3% 28
2022
Q1 		$329K Hold
2,653
– – 0.35% 22
2021
Q4 		$405K Buy
+2,653
New +$436K 0.42% 19

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cook Wealth's JPM Position: Q1 2025 in Review

Cook Wealth sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,893 shares — an estimated $503K sold.

Cook Wealth first reported a position in JPM in Q4 2021 and held it in 13 quarters. The position peaked at $632K in Q1 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Cook Wealth reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Cook Wealth sold 1,893 JPMorgan Chase shares in Q1 2025, an estimated $503K.
  • Cook Wealth first reported a position in JPMorgan Chase in Q4 2021 and held it in 13 quarters.
  • Cook Wealth's JPMorgan Chase position peaked at $632K in Q1 2024.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Cook Wealth's 13F filing for Q1 2025, filed 15 May 2025.