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GPS Wealth Strategies Group’s JPMorgan Chase JPM Stock Holding History

GPS Wealth Strategies Group’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 		$101K Sell
315
-6,749
-96% -$2.09M 0.09% 149
2025
Q3 		$2.23M Sell
7,064
-58
-0.8% -$17.3K 0.24% 66
2025
Q2 		$2.06M Sell
7,122
-51
-0.7% -$13K 0.24% 67
2025
Q1 		$1.76M Buy
7,173
+2,718
+61% +$693K 0.24% 65
2024
Q4 		$1.07M Sell
4,455
-690
-13% -$161K 0.14% 100
2024
Q3 		$1.09M Buy
5,145
+879
+21% +$185K 0.14% 103
2024
Q2 		$863K Buy
4,266
+91
+2% +$17.8K 0.13% 113
2024
Q1 		$836K Buy
4,175
+64
+2% +$11.5K 0.14% 111
2023
Q4 		$699K Sell
4,111
-559
-12% -$84.7K 0.13% 122
2023
Q3 		$677K Sell
4,670
-222
-5% -$33.3K 0.13% 123
2023
Q2 		$711K Sell
4,892
-412
-8% -$56.7K 0.13% 121
2023
Q1 		$691K Buy
+5,304
New +$727K 0.14% 119
2022
Q4 		– Sell
-5,161
Closed -$539K – 639
2022
Q3 		$539K Sell
5,161
-223
-4% -$25.6K 0.14% 116
2022
Q2 		$606K Buy
5,384
+537
+11% +$66.5K 0.16% 112
2022
Q1 		$661K Buy
4,847
+108
+2% +$15.9K 0.15% 93
2021
Q4 		$750K Sell
4,739
-72
-1% -$11.8K 0.17% 84
2021
Q3 		$788K Sell
4,811
-16
-0.3% -$2.51K 0.2% 77
2021
Q2 		$751K Buy
4,827
+607
+14% +$95.3K 0.19% 81
2021
Q1 		$642K Sell
4,220
-142
-3% -$20.4K 0.19% 82
2020
Q4 		$554K Sell
4,362
-427
-9% -$47.7K 0.19% 77
2020
Q3 		$461K Buy
+4,789
New +$470K 0.19% 84

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GPS Wealth Strategies Group's JPM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its JPMorgan Chase (JPM) stake by 96% in Q4 2025, selling an estimated $2.09M and leaving 315 shares worth $101K. The position accounts for 0.09% of the portfolio, ranked #149.

GPS Wealth Strategies Group first reported a position in JPM in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.23M in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • GPS Wealth Strategies Group held 315 shares of JPMorgan Chase worth $101K as of Q4 2025.
  • GPS Wealth Strategies Group sold 6,749 JPMorgan Chase shares in Q4 2025, an estimated $2.09M.
  • JPMorgan Chase made up 0.09% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #149 holding.
  • GPS Wealth Strategies Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's JPMorgan Chase position peaked at $2.23M in Q3 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.