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ERTS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

ERTS Wealth Advisors’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
-3,920
Closed -$962K – 62
2025
Q1 		$962K Sell
3,920
-138
-3% -$35.2K 0.19% 31
2024
Q4 		$973K Sell
4,058
-366
-8% -$85.2K 0.18% 34
2024
Q3 		$933K Sell
4,424
-177
-4% -$37.3K 0.17% 34
2024
Q2 		$931K Sell
4,601
-115
-2% -$22.5K 0.19% 33
2024
Q1 		$945K Sell
4,716
-107
-2% -$19.3K 0.19% 31
2023
Q4 		$820K Buy
4,823
+148
+3% +$22.4K 0.18% 31
2023
Q3 		$678K Sell
4,675
-3
-0.1% -$450 0.16% 35
2023
Q2 		$680K Buy
4,678
+96
+2% +$13.2K 0.16% 39
2023
Q1 		$597K Sell
4,582
-271
-6% -$37.1K 0.14% 41
2022
Q4 		$651K Sell
4,853
-16
-0.3% -$2.03K 0.17% 49
2022
Q3 		$509K Buy
4,869
+199
+4% +$22.8K 0.14% 47
2022
Q2 		$526K Buy
4,670
+2,808
+151% +$348K 0.15% 49
2022
Q1 		$254K Sell
1,862
-102
-5% -$15.1K 0.07% 79
2021
Q4 		$311K Buy
1,964
+8
+0.4% +$1.31K 0.07% 64
2021
Q3 		$320K Buy
1,956
+1
+0.1% +$157 0.08% 60
2021
Q2 		$304K Buy
1,955
+1
+0.1% +$157 0.08% 65
2021
Q1 		$297K Buy
1,954
+19
+1% +$2.73K 0.09% 64
2020
Q4 		$246K Buy
+1,935
New +$216K 0.08% 67
2020
Q1 		– Sell
-1,753
Closed -$244K – 89
2019
Q4 		$244K Buy
1,753
+1
+0.1% +$128 0.11% 75
2019
Q3 		$206K Sell
1,752
-271
-13% -$30.7K 0.1% 77
2019
Q2 		$226K Buy
2,023
+1
+0% +$110 0.12% 75
2019
Q1 		$205K Buy
2,022
+206
+11% +$21.2K 0.12% 80
2018
Q4 		$177K Buy
+1,816
New +$193K 0.13% 80

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 $3.38T AUM 44.17% 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

ERTS Wealth Advisors's JPM Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 3,920 shares — an estimated $962K sold.

ERTS Wealth Advisors first reported a position in JPM in Q4 2018 and held it in 23 quarters. The position peaked at $973K in Q4 2024. 4,750 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,920 JPMorgan Chase shares in Q2 2025, an estimated $962K.
  • ERTS Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and held it in 23 quarters.
  • ERTS Wealth Advisors's JPMorgan Chase position peaked at $973K in Q4 2024.
  • 4,750 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.