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Financial Advocates Investment Management’s JPMorgan Chase JPM Stock Holding History

Financial Advocates Investment Management’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
2024
Q2 		– Sell
-500
Closed -$99.6K – 790
2024
Q1 		$99.6K Buy
+500
New +$90.2K 0.01% 739

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $484B AUM 34.9% 1-Year Est. Return

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. 4,757 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.
  • 4,757 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.