FWM
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FSA Wealth Management’s JPMorgan Chase JPM Stock Holding History

FSA Wealth Management’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
Q3 		$562K Sell
1,781
-400
-18% -$119K 0.21% 28
2025
Q2 		$632K Buy
2,181
+5
+0.2% +$1.28K 0.25% 25
2025
Q1 		$534K Buy
2,176
+130
+6% +$33.1K 0.23% 27
2024
Q4 		$490K Sell
2,046
-175
-8% -$40.8K 0.2% 28
2024
Q3 		$468K Buy
+2,221
New +$468K 0.19% 28
2024
Q1 		$355K Sell
1,774
-149
-8% -$26.9K 0.15% 31
2023
Q4 		$327K Sell
1,923
-1,061
-36% -$161K 0.16% 30
2023
Q3 		$433K Buy
2,984
+108
+4% +$16.2K 0.24% 25
2023
Q2 		$418K Buy
2,876
+31
+1% +$4.26K 0.23% 24
2023
Q1 		$371K Sell
2,845
-169
-6% -$23.2K 0.22% 24
2022
Q4 		$404K Buy
3,014
+23
+0.8% +$2.91K 0.24% 27
2022
Q3 		$313K Buy
+2,991
New +$343K 0.22% 34
2022
Q2 		– Sell
-2,282
Closed -$361K – 38
2022
Q1 		$361K Hold
2,282
– – 0.21% 31
2021
Q4 		$361K Buy
2,282
+102
+5% +$16.8K 0.21% 31
2021
Q3 		$357K Buy
+2,180
New +$342K 0.22% 30
2021
Q1 		– Sell
-2,128
Closed -$270K – 147
2020
Q4 		$270K Buy
+2,128
New +$238K 0.14% 46
2020
Q3 		– Sell
-2,024
Closed -$190K – 205
2020
Q2 		$190K Sell
2,024
-123
-6% -$11.7K 0.13% 52
2020
Q1 		$193K Hold
2,147
– – 0.16% 45
2019
Q4 		$299K Buy
+2,147
New +$275K 0.21% 38

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FSA Wealth Management's JPM Position: Q3 2025 in Review

FSA Wealth Management reduced its JPMorgan Chase (JPM) stake by 18% in Q3 2025, selling an estimated $119K and leaving 1,781 shares worth $562K. The position accounts for 0.21% of the portfolio, ranked #28.

FSA Wealth Management first reported a position in JPM in Q4 2019 and has held it in 19 quarters since. The position peaked at $632K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • FSA Wealth Management held 1,781 shares of JPMorgan Chase worth $562K as of Q3 2025.
  • FSA Wealth Management sold 400 JPMorgan Chase shares in Q3 2025, an estimated $119K.
  • JPMorgan Chase made up 0.21% of FSA Wealth Management's portfolio in Q3 2025, its #28 holding.
  • FSA Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 19 quarters since.
  • FSA Wealth Management's JPMorgan Chase position peaked at $632K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.