Future You Wealth’s JPMorgan Chase JPM Stock Holding History

Future You Wealth’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	$460K	Hold	1,587	–	–	0.25%	37
2025 Q1	$389K	Sell	1,587 -28	-2%	-$7.14K	0.25%	34
2024 Q4	$387K	Buy	+1,615	New	+$376K	0.27%	33

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 $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Future You Wealth's JPM Position: Q2 2025 in Review

Future You Wealth held its JPMorgan Chase (JPM) position steady in Q2 2025 at 1,587 shares worth $460K. The position accounts for 0.25% of the portfolio, ranked #37.

Future You Wealth first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Future You Wealth held 1,587 shares of JPMorgan Chase worth $460K as of Q2 2025.
Future You Wealth left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.25% of Future You Wealth's portfolio in Q2 2025, its #37 holding.
Future You Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.