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Financial Gravity Companies’s JPMorgan Chase JPM Stock Holding History

Financial Gravity Companies’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 		$106K Buy
+365
New +$93.1K 0.02% 218
2024
Q4 		$63.5K Buy
265
+262
+8,733% +$61K 0.01% 256
2024
Q3 		$633 Buy
+3
New +$632 ﹤0.01% 569
2018
Q4 		$36K Buy
+350
New +$37.3K 0.03% 417
2018
Q1 		$150K Buy
1,394
+497
+55% +$56.3K 0.15% 140
2017
Q4 		$104K Buy
+897
New +$90.8K 0.12% 171

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 Gravity Companies's JPM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Chase (JPM) in Q2 2025: 365 shares worth $106K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JPM as recently as Q4 2024.

Financial Gravity Companies first reported a position in JPM in Q4 2017 and has held it in 6 quarters since. The position peaked at $150K in Q1 2018. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Financial Gravity Companies held 365 shares of JPMorgan Chase worth $106K as of Q2 2025.
  • JPMorgan Chase was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Chase made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #218 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's JPMorgan Chase position peaked at $150K in Q1 2018.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.