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Graypoint LLC’s JPMorgan Chase JPM Stock Holding History

Graypoint LLC’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 		$12.3M Buy
42,449
+2,639
+7% +$673K 0.69% 32
2025
Q1 		$9.77M Buy
39,810
+4
+0% +$1.02K 0.61% 34
2024
Q4 		$9.54M Sell
39,806
-680
-2% -$158K 0.58% 37
2024
Q3 		$8.54M Buy
40,486
+994
+3% +$209K 0.55% 37
2024
Q2 		$7.99M Sell
39,492
-4,848
-11% -$948K 0.55% 37
2024
Q1 		$8.88M Buy
44,340
+765
+2% +$138K 0.64% 33
2023
Q4 		$7.41M Sell
43,575
-4,743
-10% -$719K 0.6% 38
2023
Q3 		$7.01M Buy
48,318
+1,437
+3% +$215K 0.66% 33
2023
Q2 		$6.82M Sell
46,881
-6,511
-12% -$896K 0.68% 35
2023
Q1 		$6.96M Sell
53,392
-11,265
-17% -$1.54M 0.75% 31
2022
Q4 		$8.67M Sell
64,657
-3,900
-6% -$494K 1.03% 26
2022
Q3 		$7.16M Buy
68,557
+4,384
+7% +$503K 0.92% 29
2022
Q2 		$7.23M Sell
64,173
-1,625
-2% -$201K 0.93% 31
2022
Q1 		$8.97M Buy
65,798
+3,189
+5% +$471K 0.89% 30
2021
Q4 		$9.91M Buy
62,609
+28
+0% +$4.6K 1.04% 26
2021
Q3 		$10.2M Buy
62,581
+608
+1% +$95.3K 1.26% 21
2021
Q2 		$9.64M Sell
61,973
-383
-0.6% -$60.2K 1.28% 20
2021
Q1 		$9.49M Sell
62,356
-4,922
-7% -$708K 1.45% 18
2020
Q4 		$8.55M Sell
67,278
-7,861
-10% -$879K 1.48% 19
2020
Q3 		$7.23M Sell
75,139
-1,703
-2% -$167K 1.4% 20
2020
Q2 		$7.23M Buy
76,842
+35,903
+88% +$3.41M 1.65% 14
2020
Q1 		$3.69M Buy
+40,939
New +$4.97M 1.03% 32

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Graypoint LLC's JPM Position: Q2 2025 in Review

Graypoint LLC increased its JPMorgan Chase (JPM) stake by 6.6% in Q2 2025, buying an estimated $673K and bringing the position to 42,449 shares worth $12.3M. The position accounts for 0.69% of the portfolio, ranked #32.

Graypoint LLC first reported a position in JPM in Q1 2020 and has held it in 22 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Graypoint LLC held 42,449 shares of JPMorgan Chase worth $12.3M as of Q2 2025.
  • Graypoint LLC bought 2,639 JPMorgan Chase shares in Q2 2025, an estimated $673K.
  • JPMorgan Chase made up 0.69% of Graypoint LLC's portfolio in Q2 2025, its #32 holding.
  • Graypoint LLC first reported a position in JPMorgan Chase in Q1 2020 and has held it in 22 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.