Fox Run Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-946
| Closed | -$298K | – | 1084 |
|
|
2025
Q3 | $298K | Sell |
946
-2,865
| -75% | -$852K | 0.05% | 683 |
|
|
2025
Q2 | $1.1M | Sell |
3,811
-1,579
| -29% | -$403K | 0.18% | 160 |
|
|
2025
Q1 | $1.32M | Buy |
5,390
+3,914
| +265% | +$998K | 0.2% | 112 |
|
|
2024
Q4 | $354K | Sell |
1,476
-3,435
| -70% | -$800K | 0.06% | 566 |
|
|
2024
Q3 | $1.04M | Sell |
4,911
-208
| -4% | -$43.8K | 0.23% | 110 |
|
|
2024
Q2 | $1.04M | Buy |
5,119
+1,505
| +42% | +$294K | 0.19% | 172 |
|
|
2024
Q1 | $724K | Buy |
3,614
+1,225
| +51% | +$221K | 0.16% | 247 |
|
|
2023
Q4 | $406K | Buy |
+2,389
| New | +$362K | 0.1% | 373 |
|
|
2023
Q3 | – | Sell |
-8,853
| Closed | -$1.29M | – | 846 |
|
|
2023
Q2 | $1.29M | Sell |
8,853
-1,973
| -18% | -$271K | 0.36% | 27 |
|
|
2023
Q1 | $1.41M | Buy |
+10,826
| New | +$1.48M | 0.46% | 13 |
|
|
2022
Q4 | – | Sell |
-2,837
| Closed | -$296K | – | 761 |
|
|
2022
Q3 | $296K | Sell |
2,837
-3,767
| -57% | -$432K | 0.12% | 341 |
|
|
2022
Q2 | $744K | Sell |
6,604
-1,063
| -14% | -$132K | 0.37% | 40 |
|
|
2022
Q1 | $1.04M | Buy |
7,667
+3,214
| +72% | +$474K | 0.58% | 7 |
|
|
2021
Q4 | $705K | Buy |
+4,453
| New | +$731K | 0.42% | 29 |
|
|
2021
Q3 | – | Sell |
-3,489
| Closed | -$543K | – | 551 |
|
|
2021
Q2 | $543K | Sell |
3,489
-2,124
| -38% | -$334K | 0.49% | 32 |
|
|
2021
Q1 | $854K | Buy |
+5,613
| New | +$808K | 1.54% | 1 |
|
|
2020
Q3 | – | Sell |
-6,679
| Closed | -$628K | – | 252 |
|
|
2020
Q2 | $628K | Buy |
6,679
+4,034
| +153% | +$383K | 0.83% | 5 |
|
|
2020
Q1 | $238K | Buy |
+2,645
| New | +$321K | 0.56% | 57 |
|
|
2018
Q4 | – | Sell |
-5,822
| Closed | -$657K | – | 613 |
|
|
2018
Q3 | $657K | Buy |
5,822
+1,601
| +38% | +$182K | 0.29% | 85 |
|
|
2018
Q2 | $440K | Buy |
+4,221
| New | +$463K | 0.14% | 298 |
|
|
2018
Q1 | – | Sell |
-5,807
| Closed | -$621K | – | 817 |
|
|
2017
Q4 | $621K | Buy |
+5,807
| New | +$588K | 0.18% | 204 |
|
|
2017
Q3 | – | Sell |
-16,300
| Closed | -$1.49M | – | 771 |
|
|
2017
Q2 | $1.49M | Buy |
16,300
+8,200
| +101% | +$708K | 0.52% | 5 |
|
|
2017
Q1 | $712K | Buy |
+8,100
| New | +$715K | 0.29% | 77 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$264K | – | 483 |
|
|
2015
Q4 | $264K | Buy |
+4,000
| New | +$260K | 0.2% | 211 |
|
Other funds holding JPM
Fox Run Management's JPM Position: Q4 2025 in Review
Fox Run Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 946 shares — an estimated $298K sold.
Fox Run Management first reported a position in JPM in Q4 2015 and held it in 24 quarters. The position peaked at $1.49M in Q2 2017. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.
- Fox Run Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
- Fox Run Management sold 946 JPMorgan Chase shares in Q4 2025, an estimated $298K.
- Fox Run Management first reported a position in JPMorgan Chase in Q4 2015 and held it in 24 quarters.
- Fox Run Management's JPMorgan Chase position peaked at $1.49M in Q2 2017.
- 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.
Based on Fox Run Management's 13F filing for Q4 2025, filed 11 Feb 2026.