Covey Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Covey Capital Advisors’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	$710K	Hold	2,450	–	–	0.76%	31
2025 Q1	$601K	Hold	2,450	–	–	0.69%	28
2024 Q4	$587K	Hold	2,450	–	–	0.67%	29
2024 Q3	$517K	Hold	2,450	–	–	0.57%	31
2024 Q2	$496K	Hold	2,450	–	–	0.57%	28
2024 Q1	$491K	Hold	2,450	–	–	0.59%	29
2023 Q4	$417K	Hold	2,450	–	–	0.53%	28
2023 Q3	$355K	Hold	2,450	–	–	0.5%	27
2023 Q2	$356K	Hold	2,450	–	–	0.52%	26
2023 Q1	$319K	Hold	2,450	–	–	0.51%	25
2022 Q4	$329K	Hold	2,450	–	–	0.54%	24
2022 Q3	$256K	Hold	2,450	–	–	0.43%	27
2022 Q2	$276K	Hold	2,450	–	–	0.41%	27
2022 Q1	$334K	Sell	2,450 -50	-2%	-$7.38K	0.35%	33
2021 Q4	$396K	Hold	2,500	–	–	0.32%	34
2021 Q3	$409K	Buy	+2,500	New	+$392K	0.33%	31
2021 Q2	–	Sell	-2,500	Closed	-$393K	–	33
2021 Q1	$381K	Buy	+2,500	New	+$360K	0.32%	33

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

Covey Capital Advisors's JPM Position: Q2 2025 in Review

Covey Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2025 at 2,450 shares worth $710K. The position accounts for 0.76% of the portfolio, ranked #31.

Covey Capital Advisors first reported a position in JPM in Q1 2021 and has held it in 17 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Covey Capital Advisors held 2,450 shares of JPMorgan Chase worth $710K as of Q2 2025.
Covey Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.76% of Covey Capital Advisors's portfolio in Q2 2025, its #31 holding.
Covey Capital Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 17 quarters since.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.