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Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Financial 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
Q3 		$3.62M Sell
11,467
-670
-6% -$199K 0.64% 13
2025
Q2 		$3.52M Buy
12,137
+9
+0.1% +$2.3K 0.66% 13
2025
Q1 		$2.97M Hold
12,128
– – 0.59% 13
2024
Q4 		$2.91M Hold
12,128
– – 0.56% 13
2024
Q3 		$2.56M Hold
12,128
– – 0.49% 16
2024
Q2 		$2.45M Buy
12,128
+297
+3% +$58.1K 0.5% 15
2024
Q1 		$2.37M Sell
11,831
-315
-3% -$56.8K 0.49% 17
2023
Q4 		$2.07M Buy
12,146
+8,196
+207% +$1.24M 0.46% 17
2023
Q3 		$573K Sell
3,950
-106
-3% -$15.9K 0.14% 34
2023
Q2 		$590K Hold
4,056
– – 0.14% 34
2023
Q1 		$529K Hold
4,056
– – 0.13% 35
2022
Q4 		$544K Sell
4,056
-20
-0.5% -$2.53K 0.15% 35
2022
Q3 		$422K Hold
4,076
– – 0.15% 42
2022
Q2 		$459K Sell
4,076
-200
-5% -$24.8K 0.16% 40
2022
Q1 		$583K Buy
4,276
+200
+5% +$29.5K 0.18% 38
2021
Q4 		$645K Buy
4,076
+112
+3% +$18.4K 0.2% 38
2021
Q3 		$649K Hold
3,964
– – 0.22% 35
2021
Q2 		$617K Hold
3,964
– – 0.22% 36
2021
Q1 		$603K Sell
3,964
-53
-1% -$7.63K 0.24% 32
2020
Q4 		$510K Buy
4,017
+1,797
+81% +$201K 0.23% 34
2020
Q3 		$214K Sell
2,220
-218
-9% -$21.4K 0.11% 66
2020
Q2 		$229K Buy
+2,438
New +$231K 0.13% 61
2020
Q1 		– Sell
-2,138
Closed -$298K – 62
2019
Q4 		$298K Hold
2,138
– – 0.17% 48
2019
Q3 		$252K Hold
2,138
– – 0.15% 52
2019
Q2 		$239K Sell
2,138
-191
-8% -$21.1K 0.15% 56
2019
Q1 		$236K Sell
2,329
-33
-1% -$3.4K 0.16% 56
2018
Q4 		$231K Buy
+2,362
New +$252K 0.19% 53

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Advisors's JPM Position: Q3 2025 in Review

Financial Advisors reduced its JPMorgan Chase (JPM) stake by 5.5% in Q3 2025, selling an estimated $199K and leaving 11,467 shares worth $3.62M. The position accounts for 0.64% of the portfolio, ranked #13.

Financial Advisors first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Financial Advisors held 11,467 shares of JPMorgan Chase worth $3.62M as of Q3 2025.
  • Financial Advisors sold 670 JPMorgan Chase shares in Q3 2025, an estimated $199K.
  • JPMorgan Chase made up 0.64% of Financial Advisors's portfolio in Q3 2025, its #13 holding.
  • Financial Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.