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Dahring Cusmano’s JPMorgan Chase JPM Stock Holding History

Dahring Cusmano’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
-888
Closed -$257K – 60
2025
Q2 		$257K Buy
888
+4
+0.5% +$1.02K 0.2% 48
2025
Q1 		$217K Sell
884
-988
-53% -$252K 0.19% 50
2024
Q4 		$449K Buy
+1,872
New +$436K 0.41% 29

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dahring Cusmano's JPM Position: Q3 2025 in Review

Dahring Cusmano sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 888 shares — an estimated $257K sold.

Dahring Cusmano first reported a position in JPM in Q4 2024 and held it in 3 quarters. The position peaked at $449K in Q4 2024. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Dahring Cusmano reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Dahring Cusmano sold 888 JPMorgan Chase shares in Q3 2025, an estimated $257K.
  • Dahring Cusmano first reported a position in JPMorgan Chase in Q4 2024 and held it in 3 quarters.
  • Dahring Cusmano's JPMorgan Chase position peaked at $449K in Q4 2024.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Dahring Cusmano's 13F filing for Q3 2025, filed 7 Nov 2025.