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Financial Counselors Inc’s JPMorgan Chase JPM Stock Holding History

Financial Counselors Inc’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
-441,452
Closed -$108M – 300
2025
Q1 		$108M Sell
441,452
-25,713
-6% -$6.56M 1.64% 8
2024
Q4 		$112M Sell
467,165
-3,215
-0.7% -$749K 1.63% 9
2024
Q3 		$99.2M Buy
470,380
+20,646
+5% +$4.35M 1.47% 8
2024
Q2 		$91M Sell
449,734
-7,376
-2% -$1.44M 1.46% 8
2024
Q1 		$91.6M Sell
457,110
-17,697
-4% -$3.19M 1.54% 8
2023
Q4 		$80.8M Sell
474,807
-538
-0.1% -$81.5K 1.44% 8
2023
Q3 		$68.9M Buy
475,345
+5,780
+1% +$866K 1.38% 9
2023
Q2 		$68.3M Buy
469,565
+10,935
+2% +$1.5M 1.39% 8
2023
Q1 		$59.8M Sell
458,630
-1,038
-0.2% -$142K 1.29% 11
2022
Q4 		$61.6M Sell
459,668
-32,440
-7% -$4.11M 1.38% 10
2022
Q3 		$51.4M Buy
492,108
+6,430
+1% +$738K 1.27% 11
2022
Q2 		$54.7M Buy
485,678
+31,709
+7% +$3.93M 1.28% 11
2022
Q1 		$61.9M Buy
453,969
+19,406
+4% +$2.86M 1.28% 9
2021
Q4 		$68.8M Sell
434,563
-29,565
-6% -$4.86M 1.41% 6
2021
Q3 		$76M Buy
464,128
+5,058
+1% +$793K 1.63% 5
2021
Q2 		$71.4M Buy
459,070
+1,120
+0.2% +$176K 1.55% 5
2021
Q1 		$69.7M Sell
457,950
-39,782
-8% -$5.72M 1.62% 5
2020
Q4 		$63.2M Buy
497,732
+5,117
+1% +$572K 1.59% 5
2020
Q3 		$47.4M Sell
492,615
-3,980
-0.8% -$391K 1.39% 8
2020
Q2 		$46.7M Buy
496,595
+106,697
+27% +$10.1M 1.49% 4
2020
Q1 		$35.1M Buy
389,898
+14,863
+4% +$1.81M 1.56% 6
2019
Q4 		$52.3M Buy
375,035
+9,287
+3% +$1.19M 1.86% 3
2019
Q3 		$43M Buy
365,748
+17,191
+5% +$1.94M 1.69% 3
2019
Q2 		$39M Buy
348,557
+4,247
+1% +$468K 1.58% 4
2019
Q1 		$34.9M Buy
344,310
+16,139
+5% +$1.66M 1.48% 6
2018
Q4 		$32M Sell
328,171
-3,375
-1% -$360K 1.58% 7
2018
Q3 		$37.4M Buy
331,546
+1,228
+0.4% +$139K 1.64% 4
2018
Q2 		$34.4M Buy
330,318
+7,778
+2% +$853K 1.59% 4
2018
Q1 		$35.5M Sell
322,540
-8,303
-3% -$940K 1.69% 4
2017
Q4 		$35.4M Buy
330,843
+40,009
+14% +$4.05M 1.62% 4
2017
Q3 		$27.8M Buy
290,834
+7,560
+3% +$697K 1.35% 6
2017
Q2 		$25.9M Buy
283,274
+4,676
+2% +$403K 1.29% 7
2017
Q1 		$24.5M Sell
278,598
-4,419
-2% -$390K 1.25% 9
2016
Q4 		$24.4M Buy
+283,017
New +$21.6M 1.3% 10
2016
Q2 		$16.7M Buy
268,907
+9,303
+4% +$581K 1% 17
2016
Q1 		$15.4M Buy
259,604
+22,466
+9% +$1.31M 0.95% 17
2015
Q4 		$15.7M Sell
237,138
-423
-0.2% -$27.5K 1.01% 15
2015
Q3 		$14.5M Buy
237,561
+7,494
+3% +$491K 1% 15
2015
Q2 		$15.6M Buy
230,067
+12,121
+6% +$791K 0.99% 15
2015
Q1 		$13.2M Buy
217,946
+24,621
+13% +$1.46M 0.82% 24
2014
Q4 		$12.1M Buy
193,325
+12,244
+7% +$737K 0.77% 26
2014
Q3 		$10.9M Buy
181,081
+9,732
+6% +$569K 0.77% 28
2014
Q2 		$9.87M Buy
171,349
+9,940
+6% +$559K 0.69% 35
2014
Q1 		$9.8M Buy
161,409
+4,702
+3% +$272K 0.71% 32
2013
Q4 		$9.16M Buy
156,707
+8,732
+6% +$478K 0.69% 37
2013
Q3 		$7.65M Sell
147,975
-3,191
-2% -$171K 0.63% 43
2013
Q2 		$7.98M Buy
+151,166
New +$7.69M 0.66% 41

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Financial Counselors Inc's JPM Position: Q2 2025 in Review

Financial Counselors Inc sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 441,452 shares — an estimated $108M sold.

Financial Counselors Inc first reported a position in JPM in Q2 2013 and held it in 47 quarters. The position peaked at $112M in Q4 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Financial Counselors Inc reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 441,452 JPMorgan Chase shares in Q2 2025, an estimated $108M.
  • Financial Counselors Inc first reported a position in JPMorgan Chase in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's JPMorgan Chase position peaked at $112M in Q4 2024.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.