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Crowley Wealth Management’s JPMorgan Chase JPM Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-16,763
Closed -$5.29M – 188
2025
Q3 		$5.29M Sell
16,763
-159
-0.9% -$47.3K 4.21% 8
2025
Q2 		$4.91M Sell
16,922
-625
-4% -$159K 4.47% 6
2025
Q1 		$4.3M Sell
17,547
-239
-1% -$60.9K 4.1% 4
2024
Q4 		$4.26M Buy
+17,786
New +$4.14M 3.76% 9

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Crowley Wealth Management's JPM Position: Q4 2025 in Review

Crowley Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 16,763 shares — an estimated $5.29M sold.

Crowley Wealth Management first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $5.29M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Crowley Wealth Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 16,763 JPMorgan Chase shares in Q4 2025, an estimated $5.29M.
  • Crowley Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's JPMorgan Chase position peaked at $5.29M in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.