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David Wealth Management’s JPMorgan Chase JPM Stock Holding History

David 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
Q2 		$377K Buy
1,299
+12
+0.9% +$3.06K 0.28% 34
2025
Q1 		$316K Sell
1,287
-8
-0.6% -$2.04K 0.26% 35
2024
Q4 		$311K Buy
+1,295
New +$302K 0.26% 36

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

David Wealth Management's JPM Position: Q2 2025 in Review

David Wealth Management increased its JPMorgan Chase (JPM) stake by 0.93% in Q2 2025, buying an estimated $3.06K and bringing the position to 1,299 shares worth $377K. The position accounts for 0.28% of the portfolio, ranked #34.

David Wealth Management first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • David Wealth Management held 1,299 shares of JPMorgan Chase worth $377K as of Q2 2025.
  • David Wealth Management bought 12 JPMorgan Chase shares in Q2 2025, an estimated $3.06K.
  • JPMorgan Chase made up 0.28% of David Wealth Management's portfolio in Q2 2025, its #34 holding.
  • David Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.