Floyd Financial Group’s JPMorgan Chase JPM Stock Holding History

Floyd Financial Group’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	-5,341	Closed	-$1.31M	–	59
2025 Q1	$1.31M	Buy	5,341 +36	+0.7%	+$9.18K	1.18%	24
2024 Q4	$1.27M	Buy	+5,305	New	+$1.24M	1.05%	27

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Floyd Financial Group's JPM Position: Q2 2025 in Review

Floyd Financial Group sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 5,341 shares — an estimated $1.31M sold.

Floyd Financial Group first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $1.31M in Q1 2025. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Floyd Financial Group reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Floyd Financial Group sold 5,341 JPMorgan Chase shares in Q2 2025, an estimated $1.31M.
Floyd Financial Group first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
Floyd Financial Group's JPMorgan Chase position peaked at $1.31M in Q1 2025.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Floyd Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.