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Cooksen Wealth’s JPMorgan Chase JPM Stock Holding History

Cooksen 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
Q3 		– Sell
-608
Closed -$176K – 64
2025
Q2 		$176K Sell
608
-35
-5% -$8.93K 0.14% 46
2025
Q1 		$129K Buy
+643
New +$164K 0.13% 52
2024
Q1 		– Sell
-643
Closed -$109K – 68
2023
Q4 		$109K Buy
+643
New +$97.4K 0.12% 52

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cooksen Wealth's JPM Position: Q3 2025 in Review

Cooksen Wealth sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 608 shares — an estimated $176K sold.

Cooksen Wealth first reported a position in JPM in Q4 2023 and held it in 3 quarters. The position peaked at $176K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Cooksen Wealth reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Cooksen Wealth sold 608 JPMorgan Chase shares in Q3 2025, an estimated $176K.
  • Cooksen Wealth first reported a position in JPMorgan Chase in Q4 2023 and held it in 3 quarters.
  • Cooksen Wealth's JPMorgan Chase position peaked at $176K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.