Echo Wealth Management’s JPMorgan Chase JPM Stock Holding History

Echo 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	–	Sell	-1,700	Closed	-$417K	–	48
2025 Q1	$417K	Hold	1,700	–	–	0.28%	34
2024 Q4	$408K	Sell	1,700 -171	-9%	-$39.8K	0.28%	34
2024 Q3	$399K	Sell	1,871 -351	-16%	-$73.9K	0.28%	32
2024 Q2	$449K	Buy	+2,222	New	+$434K	0.34%	29

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Echo Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 1,700 shares — an estimated $417K sold.

Echo Wealth Management first reported a position in JPM in Q2 2024 and held it in 4 quarters. The position peaked at $449K in Q2 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Echo Wealth Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Echo Wealth Management sold 1,700 JPMorgan Chase shares in Q2 2025, an estimated $417K.
Echo Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and held it in 4 quarters.
Echo Wealth Management's JPMorgan Chase position peaked at $449K in Q2 2024.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

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