Gifford Fong Associates’s JPMorgan Chase JPM Stock Holding History

Gifford Fong Associates’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 Q4	$11.4M	Hold	35,296	–	–	2.27%	11
2025 Q3	$11.1M	Hold	35,296	–	–	2.34%	10
2025 Q2	$10.2M	Hold	35,296	–	–	2.36%	8
2025 Q1	$8.66M	Hold	35,296	–	–	2.15%	8
2024 Q4	$8.46M	Hold	35,296	–	–	2.08%	9
2024 Q3	$7.44M	Hold	35,296	–	–	1.86%	9
2024 Q2	$7.14M	Hold	35,296	–	–	1.89%	10
2024 Q1	$7.07M	Hold	35,296	–	–	1.95%	8
2023 Q4	$6M	Hold	35,296	–	–	1.28%	18
2023 Q3	$5.12M	Hold	35,296	–	–	1.22%	17
2023 Q2	$5.13M	Hold	35,296	–	–	1.2%	19
2023 Q1	$4.6M	Sell	35,296 -23,504	-40%	-$3.22M	1.21%	19
2022 Q4	$7.88M	Hold	58,800	–	–	1.81%	12
2022 Q3	$6.14M	Hold	58,800	–	–	1.52%	17
2022 Q2	$6.62M	Hold	58,800	–	–	1.54%	15
2022 Q1	$8.02M	Hold	58,800	–	–	1.47%	16
2021 Q4	$9.31M	Hold	58,800	–	–	1.63%	15
2021 Q3	$9.63M	Hold	58,800	–	–	1.87%	11
2021 Q2	$9.15M	Hold	58,800	–	–	1.78%	12
2021 Q1	$8.95M	Hold	58,800	–	–	1.92%	11
2020 Q4	$7.47M	Hold	58,800	–	–	1.73%	13
2020 Q3	$5.66M	Hold	58,800	–	–	1.52%	15
2020 Q2	$5.53M	Hold	58,800	–	–	1.68%	13
2020 Q1	$5.29M	Hold	58,800	–	–	1.94%	11
2019 Q4	$8.2M	Hold	58,800	–	–	2.39%	8
2019 Q3	$6.92M	Hold	58,800	–	–	2.26%	9
2019 Q2	$6.57M	Sell	58,800 -25,000	-30%	-$2.76M	2.2%	11
2019 Q1	$8.48M	Hold	83,800	–	–	2.8%	6
2018 Q4	$8.18M	Hold	83,800	–	–	3.09%	5
2018 Q3	$9.46M	Hold	83,800	–	–	3.01%	6
2018 Q2	$8.73M	Hold	83,800	–	–	3.02%	7
2018 Q1	$9.21M	Buy	+83,800	New	+$9.49M	3.76%	5

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

Gifford Fong Associates's JPM Position: Q4 2025 in Review

Gifford Fong Associates held its JPMorgan Chase (JPM) position steady in Q4 2025 at 35,296 shares worth $11.4M. The position accounts for 2.27% of the portfolio, ranked #11.

Gifford Fong Associates first reported a position in JPM in Q1 2018 and has held it in 32 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Gifford Fong Associates held 35,296 shares of JPMorgan Chase worth $11.4M as of Q4 2025.
Gifford Fong Associates left its JPMorgan Chase share count unchanged in Q4 2025.
JPMorgan Chase made up 2.27% of Gifford Fong Associates's portfolio in Q4 2025, its #11 holding.
Gifford Fong Associates first reported a position in JPMorgan Chase in Q1 2018 and has held it in 32 quarters since.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.