Financial Advocates Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-13,604
| Closed | -$3.94M | – | 342 |
|
|
2025
Q2 | $3.94M | Sell |
13,604
-5,697
| -30% | -$1.45M | 0.32% | 72 |
|
|
2025
Q1 | $4.73M | Sell |
19,301
-1,088
| -5% | -$277K | 0.33% | 67 |
|
|
2024
Q4 | $4.89M | Buy |
20,389
+256
| +1% | +$59.6K | 0.28% | 77 |
|
|
2024
Q3 | $4.25M | Sell |
20,133
-355
| -2% | -$74.8K | 0.24% | 99 |
|
|
2024
Q2 | $4.14M | Sell |
20,488
-3,819
| -16% | -$747K | 0.26% | 89 |
|
|
2024
Q1 | $4.87M | Buy |
24,307
+452
| +2% | +$81.6K | 0.28% | 87 |
|
|
2023
Q4 | $4.06M | Sell |
23,855
-577
| -2% | -$87.4K | 0.27% | 86 |
|
|
2023
Q3 | $3.54M | Buy |
24,432
+213
| +0.9% | +$31.9K | 0.26% | 97 |
|
|
2023
Q2 | $3.52M | Buy |
24,219
+272
| +1% | +$37.4K | 0.25% | 100 |
|
|
2023
Q1 | $3.12M | Buy |
23,947
+1,184
| +5% | +$162K | 0.22% | 107 |
|
|
2022
Q4 | $3.05M | Buy |
22,763
+9,067
| +66% | +$1.15M | 0.23% | 111 |
|
|
2022
Q3 | $1.43M | Sell |
13,696
-5,166
| -27% | -$593K | 0.12% | 193 |
|
|
2022
Q2 | $2.12M | Buy |
18,862
+1,263
| +7% | +$156K | 0.17% | 144 |
|
|
2022
Q1 | $2.4M | Sell |
17,599
-598
| -3% | -$88.3K | 0.16% | 151 |
|
|
2021
Q4 | $2.88M | Buy |
18,197
+716
| +4% | +$118K | 0.18% | 131 |
|
|
2021
Q3 | $2.86M | Sell |
17,481
-642
| -4% | -$101K | 0.19% | 128 |
|
|
2021
Q2 | $2.81M | Sell |
18,123
-13,011
| -42% | -$2.04M | 0.19% | 131 |
|
|
2021
Q1 | $3.65M | Buy |
31,134
+6,589
| +27% | +$948K | 0.26% | 82 |
|
|
2020
Q4 | $3.12M | Buy |
24,545
+629
| +3% | +$70.3K | 0.21% | 102 |
|
|
2020
Q3 | $2.3M | Sell |
23,916
-1,623
| -6% | -$159K | 0.2% | 105 |
|
|
2020
Q2 | $2.4M | Buy |
25,539
+7,640
| +43% | +$725K | 0.23% | 108 |
|
|
2020
Q1 | $1.61M | Sell |
17,899
-1,372
| -7% | -$167K | 0.23% | 119 |
|
|
2019
Q4 | $2.69M | Sell |
19,271
-6,424
| -25% | -$824K | 0.29% | 92 |
|
|
2019
Q3 | $2.76M | Buy |
25,695
+8,390
| +48% | +$949K | 0.32% | 84 |
|
|
2019
Q2 | $1.94M | Sell |
17,305
-1,544
| -8% | -$170K | 0.22% | 117 |
|
|
2019
Q1 | $1.91M | Buy |
18,849
+30
| +0.2% | +$3.09K | 0.24% | 114 |
|
|
2018
Q4 | $1.84M | Sell |
18,819
-6,841
| -27% | -$729K | 0.25% | 105 |
|
|
2018
Q3 | $2.9M | Buy |
25,660
+5,907
| +30% | +$671K | 0.32% | 79 |
|
|
2018
Q2 | $2.08M | Sell |
19,753
-793
| -4% | -$87K | 0.25% | 98 |
|
|
2018
Q1 | $2.26M | Buy |
20,546
+5,171
| +34% | +$585K | 0.29% | 85 |
|
|
2017
Q4 | $1.48M | Buy |
+15,375
| New | +$1.56M | 0.2% | 110 |
|
Other funds holding JPM
Financial Advocates Investment Management's JPM Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 13,604 shares — an estimated $3.94M sold.
Financial Advocates Investment Management first reported a position in JPM in Q4 2017 and held it in 31 quarters. The position peaked at $4.89M in Q4 2024. 4,756 funds tracked by Wall St. Rank hold JPM as of Q3 2025.
- Financial Advocates Investment Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 13,604 JPMorgan Chase shares in Q3 2025, an estimated $3.94M.
- Financial Advocates Investment Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's JPMorgan Chase position peaked at $4.89M in Q4 2024.
- 4,756 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.