Globeflex Capital’s JPMorgan Chase JPM Stock Holding History

Globeflex Capital’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	–	Sell	-33,400	Closed	-$8.19M	–	441
2025 Q1	$8.19M	Hold	33,400	–	–	0.76%	34
2024 Q4	$8.01M	Hold	33,400	–	–	0.68%	36
2024 Q3	$7.04M	Hold	33,400	–	–	0.67%	36
2024 Q2	$6.76M	Hold	33,400	–	–	0.71%	37
2024 Q1	$6.69M	Hold	33,400	–	–	0.65%	35
2023 Q4	$5.68M	Hold	33,400	–	–	0.58%	42
2023 Q3	$4.84M	Hold	33,400	–	–	0.57%	46
2023 Q2	$4.86M	Hold	33,400	–	–	0.54%	51
2023 Q1	$4.35M	Hold	33,400	–	–	0.53%	49
2022 Q4	$4.48M	Buy	+33,400	New	+$4.23M	0.57%	42

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

Globeflex Capital's JPM Position: Q2 2025 in Review

Globeflex Capital sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 33,400 shares — an estimated $8.19M sold.

Globeflex Capital first reported a position in JPM in Q4 2022 and held it in 10 quarters. The position peaked at $8.19M in Q1 2025. 4,748 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Globeflex Capital reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Globeflex Capital sold 33,400 JPMorgan Chase shares in Q2 2025, an estimated $8.19M.
Globeflex Capital first reported a position in JPMorgan Chase in Q4 2022 and held it in 10 quarters.
Globeflex Capital's JPMorgan Chase position peaked at $8.19M in Q1 2025.
4,748 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Globeflex Capital's 13F filing for Q2 2025, filed 14 Aug 2025.