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EnRich Financial Partners’s JPMorgan Chase JPM Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-562
Closed -$135K – 142
2024
Q4 		$135K Hold
562
– – 0.04% 68
2024
Q3 		$119K Sell
562
-35
-6% -$7.37K 0.04% 67
2024
Q2 		$121K Buy
597
+35
+6% +$6.84K 0.04% 65
2024
Q1 		$113K Buy
+562
New +$101K 0.04% 66

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State Street
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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

EnRich Financial Partners's JPM Position: Q1 2025 in Review

EnRich Financial Partners sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 562 shares — an estimated $135K sold.

EnRich Financial Partners first reported a position in JPM in Q1 2024 and held it in 4 quarters. The position peaked at $135K in Q4 2024. 4,666 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • EnRich Financial Partners reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 562 JPMorgan Chase shares in Q1 2025, an estimated $135K.
  • EnRich Financial Partners first reported a position in JPMorgan Chase in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's JPMorgan Chase position peaked at $135K in Q4 2024.
  • 4,666 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.