FNY Investment Advisers’s JPMorgan Chase JPM Stock Holding History

FNY Investment Advisers’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	-5,000	Closed	-$1.58M	–	1180
2025 Q3	$1.58M	Sell	5,000 -1,750	-26%	-$520K	0.51%	48
2025 Q2	$1.96M	Buy	+6,750	New	+$1.72M	0.83%	27
2024 Q2	–	Sell	-5,000	Closed	-$1K	–	614
2024 Q1	$1K	Buy	+5,000	New	+$902K	0.6%	42
2023 Q3	–	Sell	-25	Closed	-$3K	–	673
2023 Q2	$3K	Sell	25 -1,475	-98%	-$203K	﹤0.01%	417
2023 Q1	$195K	Buy	+1,500	New	+$206K	0.22%	80
2022 Q2	–	Sell	-35	Closed	-$4K	–	805
2022 Q1	$4K	Buy	+35	New	+$5.17K	﹤0.01%	552
2021 Q3	–	Sell	-70	Closed	-$10K	–	821
2021 Q2	$10K	Buy	+70	New	+$11K	﹤0.01%	575
2020 Q4	–	Sell	-2,530	Closed	-$243K	–	858
2020 Q3	$243K	Buy	2,530 +2,500	+8,333%	+$246K	0.1%	152
2020 Q2	$2K	Buy	30 +29	+2,900%	+$2.75K	﹤0.01%	365
2020 Q1	$0	Buy	+1	New	+$121	﹤0.01%	644
2019 Q3	–	Sell	-1,000	Closed	-$111K	–	1015
2019 Q2	$111K	Buy	+1,000	New	+$110K	0.03%	233
2018 Q4	–	Sell	-900	Closed	-$95.9K	–	846
2018 Q3	$101K	Sell	900 -12,207	-93%	-$1.39M	0.02%	272
2018 Q2	$1.36M	Buy	+13,107	New	+$1.44M	0.54%	39

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

FNY Investment Advisers's JPM Position: Q4 2025 in Review

FNY Investment Advisers sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 5,000 shares — an estimated $1.58M sold.

FNY Investment Advisers first reported a position in JPM in Q2 2018 and held it in 13 quarters. The position peaked at $1.96M in Q2 2025. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

FNY Investment Advisers reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
FNY Investment Advisers sold 5,000 JPMorgan Chase shares in Q4 2025, an estimated $1.58M.
FNY Investment Advisers first reported a position in JPMorgan Chase in Q2 2018 and held it in 13 quarters.
FNY Investment Advisers's JPMorgan Chase position peaked at $1.96M in Q2 2025.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.