Goldstein Advisors’s JPMorgan Chase JPM Stock Holding History

Goldstein Advisors’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
2026 Q1	$1.24M	Buy	4,223 +124	+3%	+$37.6K	0.14%	62
2025 Q4	$1.32M	Sell	4,099 -57	-1%	-$17.6K	0.15%	57
2025 Q3	$1.31M	Buy	4,156 +55	+1%	+$16.4K	0.16%	58
2025 Q2	$1.19M	Sell	4,101 -12	-0.3%	-$3.06K	0.16%	54
2025 Q1	$1.01M	Sell	4,113 -331	-7%	-$84.4K	0.15%	57
2024 Q4	$1.07M	Sell	4,444 -87	-2%	-$20.3K	0.15%	53
2024 Q3	$955K	Buy	4,531 +350	+8%	+$73.7K	0.15%	57
2024 Q2	$846K	Buy	4,181 +164	+4%	+$32.1K	0.14%	55
2024 Q1	$805K	Buy	4,017 +88	+2%	+$15.9K	0.14%	57
2023 Q4	$668K	Buy	3,929 +7	+0.2%	+$1.06K	0.11%	88
2023 Q3	$569K	Sell	3,922 -524	-12%	-$78.5K	0.12%	68
2023 Q2	$647K	Buy	4,446 +13	+0.3%	+$1.79K	0.14%	61
2023 Q1	$578K	Buy	4,433 +562	+15%	+$77K	0.13%	67
2022 Q4	$519K	Buy	+3,871	New	+$490K	0.13%	72

Other funds holding JPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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