Custos Family Office’s JPMorgan Chase JPM Stock Holding History

Custos Family Office’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	$571K	Sell	1,773 -3	-0.2%	-$929	0.39%	30
2025 Q3	$560K	Buy	1,776 +168	+10%	+$50K	0.32%	31
2025 Q2	$466K	Buy	1,608 +236	+17%	+$60.2K	0.15%	46
2025 Q1	$337K	Buy	1,372 +234	+21%	+$59.7K	0.12%	48
2024 Q4	$273K	Buy	+1,138	New	+$265K	0.1%	60

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

Custos Family Office's JPM Position: Q4 2025 in Review

Custos Family Office reduced its JPMorgan Chase (JPM) stake by 0.17% in Q4 2025, selling an estimated $929 and leaving 1,773 shares worth $571K. The position accounts for 0.39% of the portfolio, ranked #30.

Custos Family Office first reported a position in JPM in Q4 2024 and has held it in 5 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Custos Family Office held 1,773 shares of JPMorgan Chase worth $571K as of Q4 2025.
Custos Family Office sold 3 JPMorgan Chase shares in Q4 2025, an estimated $929.
JPMorgan Chase made up 0.39% of Custos Family Office's portfolio in Q4 2025, its #30 holding.
Custos Family Office first reported a position in JPMorgan Chase in Q4 2024 and has held it in 5 quarters since.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.