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Corepath Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Corepath Wealth Partners’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
-919
Closed -$272K – 41
2025
Q2 		$272K Hold
919
– – 0.23% 29
2025
Q1 		$216K Sell
919
-15
-2% -$3.82K 0.21% 30
2024
Q4 		$231K Sell
934
-143
-13% -$33.3K 0.23% 27
2024
Q3 		$238K Buy
1,077
+95
+10% +$20K 0.23% 26
2024
Q2 		$201K Buy
+982
New +$192K 0.21% 25

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

Corepath Wealth Partners's JPM Position: Q3 2025 in Review

Corepath Wealth Partners sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 919 shares — an estimated $272K sold.

Corepath Wealth Partners first reported a position in JPM in Q2 2024 and held it in 5 quarters. The position peaked at $272K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Corepath Wealth Partners reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Corepath Wealth Partners sold 919 JPMorgan Chase shares in Q3 2025, an estimated $272K.
  • Corepath Wealth Partners first reported a position in JPMorgan Chase in Q2 2024 and held it in 5 quarters.
  • Corepath Wealth Partners's JPMorgan Chase position peaked at $272K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Corepath Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.