Freedom Together Foundation’s JPMorgan Chase JPM Stock Holding History

Freedom Together Foundation’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	-19,855	Closed	-$4.87M	–	13
2025 Q1	$4.87M	Hold	19,855	–	–	0.64%	6
2024 Q4	$4.76M	Sell	19,855 -80,000	-80%	-$18.6M	0.53%	6
2024 Q3	$21.1M	Sell	99,855 -150,000	-60%	-$31.6M	2.22%	7
2024 Q2	$50.5M	Sell	249,855 -50,000	-17%	-$9.78M	5.41%	6
2024 Q1	$60.1M	Hold	299,855	–	–	6.56%	6
2023 Q4	$51M	Buy	+299,855	New	+$45.4M	5.47%	6

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 $1.66T 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

Freedom Together Foundation's JPM Position: Q2 2025 in Review

Freedom Together Foundation sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 19,855 shares — an estimated $4.87M sold.

Freedom Together Foundation first reported a position in JPM in Q4 2023 and held it in 6 quarters. The position peaked at $60.1M in Q1 2024. 4,743 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Freedom Together Foundation reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Freedom Together Foundation sold 19,855 JPMorgan Chase shares in Q2 2025, an estimated $4.87M.
Freedom Together Foundation first reported a position in JPMorgan Chase in Q4 2023 and held it in 6 quarters.
Freedom Together Foundation's JPMorgan Chase position peaked at $60.1M in Q1 2024.
4,743 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Freedom Together Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.