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Gitterman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Gitterman 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 		$829K Buy
2,628
+50
+2% +$14.9K 0.19% 33
2025
Q2 		$747K Buy
2,578
+1,010
+64% +$258K 0.17% 26
2025
Q1 		$385K Buy
1,568
+11
+0.7% +$2.8K 0.1% 55
2024
Q4 		$373K Buy
1,557
+10
+0.6% +$2.33K 0.16% 56
2024
Q3 		$326K Hold
1,547
– – 0.14% 53
2024
Q2 		$313K Hold
1,547
– – 0.12% 57
2024
Q1 		$310K Sell
1,547
-666
-30% -$120K 0.12% 55
2023
Q4 		$376K Sell
2,213
-897
-29% -$136K 0.17% 37
2023
Q3 		$451K Sell
3,110
-39
-1% -$5.85K 0.21% 23
2023
Q2 		$458K Hold
3,149
– – 0.21% 24
2023
Q1 		$410K Hold
3,149
– – 0.2% 24
2022
Q4 		$422K Sell
3,149
-29
-0.9% -$3.67K 0.21% 26
2022
Q3 		$332K Buy
3,178
+138
+5% +$15.8K 0.34% 35
2022
Q2 		$342K Sell
3,040
-1,000
-25% -$124K 0.32% 38
2022
Q1 		$551K Buy
4,040
+541
+15% +$79.9K 0.44% 28
2021
Q4 		$554K Sell
3,499
-142
-4% -$23.3K 0.41% 32
2021
Q3 		$596K Hold
3,641
– – 0.48% 24
2021
Q2 		$566K Hold
3,641
– – 0.46% 24
2021
Q1 		$554K Buy
+3,641
New +$524K 0.36% 25

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

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

Gitterman Wealth Management increased its JPMorgan Chase (JPM) stake by 1.9% in Q3 2025, buying an estimated $14.9K and bringing the position to 2,628 shares worth $829K. The position accounts for 0.19% of the portfolio, ranked #33.

Gitterman Wealth Management first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Gitterman Wealth Management held 2,628 shares of JPMorgan Chase worth $829K as of Q3 2025.
  • Gitterman Wealth Management bought 50 JPMorgan Chase shares in Q3 2025, an estimated $14.9K.
  • JPMorgan Chase made up 0.19% of Gitterman Wealth Management's portfolio in Q3 2025, its #33 holding.
  • Gitterman Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.