Epacria Capital Partners’s JPMorgan Chase JPM Stock Holding History

Epacria Capital 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	-4,000	Closed	-$959K	–	43
2024 Q4	$959K	Sell	4,000 -6,400	-62%	-$1.49M	0.81%	25
2024 Q3	$2.19M	Hold	10,400	–	–	1.5%	19
2024 Q2	$2.1M	Hold	10,400	–	–	1.54%	18
2024 Q1	$2.08M	Hold	10,400	–	–	1.51%	19
2023 Q4	$1.77M	Hold	10,400	–	–	1.42%	19
2023 Q3	$1.51M	Hold	10,400	–	–	1.25%	22
2023 Q2	$1.51M	Hold	10,400	–	–	1.24%	23
2023 Q1	$1.36M	Hold	10,400	–	–	1.05%	24
2022 Q4	$1.39M	Buy	+10,400	New	+$1.32M	1.1%	27

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

Epacria Capital Partners's JPM Position: Q1 2025 in Review

Epacria Capital Partners sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 4,000 shares — an estimated $959K sold.

Epacria Capital Partners first reported a position in JPM in Q4 2022 and held it in 9 quarters. The position peaked at $2.19M in Q3 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Epacria Capital Partners reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Epacria Capital Partners sold 4,000 JPMorgan Chase shares in Q1 2025, an estimated $959K.
Epacria Capital Partners first reported a position in JPMorgan Chase in Q4 2022 and held it in 9 quarters.
Epacria Capital Partners's JPMorgan Chase position peaked at $2.19M in Q3 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Epacria Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.