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Gimbal Financial’s JPMorgan Chase JPM Stock Holding History

Gimbal Financial’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 		$743K Buy
2,355
+70
+3% +$20.8K 0.45% 21
2025
Q2 		$662K Buy
2,285
+52
+2% +$13.3K 0.41% 20
2025
Q1 		$548K Buy
2,233
+11
+0.5% +$2.8K 0.49% 18
2024
Q4 		$533K Buy
2,222
+22
+1% +$5.12K 0.44% 22
2024
Q3 		$495K Buy
2,200
+32
+1% +$6.74K 0.32% 25
2024
Q2 		$450K Buy
2,168
+384
+22% +$75.1K 0.33% 26
2024
Q1 		$357K Buy
1,784
+10
+0.6% +$1.8K 0.29% 30
2023
Q4 		$302K Buy
+1,774
New +$269K 0.3% 29

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

Gimbal Financial's JPM Position: Q3 2025 in Review

Gimbal Financial increased its JPMorgan Chase (JPM) stake by 3.1% in Q3 2025, buying an estimated $20.8K and bringing the position to 2,355 shares worth $743K. The position accounts for 0.45% of the portfolio, ranked #21.

Gimbal Financial first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Gimbal Financial held 2,355 shares of JPMorgan Chase worth $743K as of Q3 2025.
  • Gimbal Financial bought 70 JPMorgan Chase shares in Q3 2025, an estimated $20.8K.
  • JPMorgan Chase made up 0.45% of Gimbal Financial's portfolio in Q3 2025, its #21 holding.
  • Gimbal Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.