FSC Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FSC Wealth Advisors’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 Q1	–	Sell	-31	Closed	-$7.43K	–	294
2024 Q4	$7.43K	Hold	31	–	–	﹤0.01%	215
2024 Q3	$6.54K	Hold	31	–	–	﹤0.01%	213
2024 Q2	$6.27K	Sell	31 -330	-91%	-$64.5K	﹤0.01%	219
2024 Q1	$72.3K	Buy	361 +3	+0.8%	+$541	0.05%	78
2023 Q4	$60.9K	Sell	358 -29	-7%	-$4.39K	0.04%	90
2023 Q3	$56.1K	Buy	387 +288	+291%	+$43.2K	0.06%	71
2023 Q2	$14.4K	Hold	99	–	–	0.01%	125
2023 Q1	$12.9K	Hold	99	–	–	0.02%	104
2022 Q4	$13.3K	Sell	99 -28	-22%	-$3.55K	0.02%	100
2022 Q3	$13K	Buy	127 +99	+354%	+$11.4K	0.13%	94
2022 Q2	$3K	Buy	+28	New	+$3.47K	0.03%	168

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

FSC Wealth Advisors's JPM Position: Q1 2025 in Review

FSC Wealth Advisors sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 31 shares — an estimated $7.43K sold.

FSC Wealth Advisors first reported a position in JPM in Q2 2022 and held it in 11 quarters. The position peaked at $72.3K in Q1 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

FSC Wealth Advisors reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 31 JPMorgan Chase shares in Q1 2025, an estimated $7.43K.
FSC Wealth Advisors first reported a position in JPMorgan Chase in Q2 2022 and held it in 11 quarters.
FSC Wealth Advisors's JPMorgan Chase position peaked at $72.3K in Q1 2024.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.