Financial & Tax Architects’s JPMorgan Chase JPM Stock Holding History

Financial & Tax Architects’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 Q4	–	Sell	-694	Closed	-$219K	–	113
2025 Q3	$219K	Buy	+694	New	+$206K	0.05%	104

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial & Tax Architects's JPM Position: Q4 2025 in Review

Financial & Tax Architects sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 694 shares — an estimated $219K sold.

Financial & Tax Architects first reported a position in JPM in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Financial & Tax Architects reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Financial & Tax Architects sold 694 JPMorgan Chase shares in Q4 2025, an estimated $219K.
Financial & Tax Architects first reported a position in JPMorgan Chase in Q3 2025 and held it in 1 quarter.
Financial & Tax Architects's JPMorgan Chase position peaked at $219K in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.