Fidato Wealth’s JPMorgan Chase JPM Stock Holding History

Fidato Wealth’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	-1,149	Closed	-$282K	–	17
2025 Q1	$282K	Hold	1,149	–	–	0.22%	18
2024 Q4	$275K	Buy	+1,149	New	+$268K	0.21%	18

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidato Wealth's JPM Position: Q2 2025 in Review

Fidato Wealth sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 1,149 shares — an estimated $282K sold.

Fidato Wealth first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $282K in Q1 2025. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Fidato Wealth reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Fidato Wealth sold 1,149 JPMorgan Chase shares in Q2 2025, an estimated $282K.
Fidato Wealth first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
Fidato Wealth's JPMorgan Chase position peaked at $282K in Q1 2025.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Fidato Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.