Cravens & Co Advisors’s JPMorgan Chase JPM Stock Holding History

Cravens & Co 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
2026 Q1	$1.63M	Buy	5,536 +117	+2%	+$35.5K	1.06%	23
2025 Q4	$1.68M	Buy	5,419 +5	+0.1%	+$1.55K	1.1%	21
2025 Q3	$1.71M	Sell	5,414 -17	-0.3%	-$5.06K	1.17%	17
2025 Q2	$1.57M	Buy	5,431 +2	+0%	+$510	1.17%	19
2025 Q1	$1.33M	Buy	5,429 +107	+2%	+$27.3K	1.03%	18
2024 Q4	$1.28M	Sell	5,322 -2	-0%	-$466	0.97%	20
2024 Q3	$1.12M	Sell	5,324 -413	-7%	-$87K	0.87%	23
2024 Q2	$1.16M	Sell	5,737 -275	-5%	-$53.8K	0.86%	23
2024 Q1	$1.2M	Sell	6,012 -37	-0.6%	-$6.68K	1%	20
2023 Q4	$1.03M	Sell	6,049 -8	-0.1%	-$1.21K	0.89%	24
2023 Q3	$878K	Buy	6,057 +157	+3%	+$23.5K	0.83%	25
2023 Q2	$858K	Sell	5,900 -5	-0.1%	-$688	0.79%	29
2023 Q1	$769K	Buy	5,905 +74	+1%	+$10.1K	0.72%	29
2022 Q4	$782K	Buy	+5,831	New	+$739K	0.72%	27

Other funds holding JPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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