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FinDec Wealth Services’s JPMorgan Chase JPM Stock Holding History

FinDec Wealth Services’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
Q1 		– Sell
-1,345
Closed -$323K – 39
2024
Q4 		$323K Buy
1,345
+2
+0.1% +$466 0.22% 34
2024
Q3 		$283K Buy
1,343
+73
+6% +$15.4K 0.16% 36
2024
Q2 		$257K Sell
1,270
-17
-1% -$3.32K 0.16% 36
2024
Q1 		$258K Buy
1,287
+32
+3% +$5.77K 0.16% 39
2023
Q4 		$213K Buy
+1,255
New +$190K 0.14% 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

FinDec Wealth Services's JPM Position: Q1 2025 in Review

FinDec Wealth Services sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,345 shares — an estimated $323K sold.

FinDec Wealth Services first reported a position in JPM in Q4 2023 and held it in 5 quarters. The position peaked at $323K in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • FinDec Wealth Services reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • FinDec Wealth Services sold 1,345 JPMorgan Chase shares in Q1 2025, an estimated $323K.
  • FinDec Wealth Services first reported a position in JPMorgan Chase in Q4 2023 and held it in 5 quarters.
  • FinDec Wealth Services's JPMorgan Chase position peaked at $323K in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on FinDec Wealth Services's 13F filing for Q1 2025, filed 15 May 2025.