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Greenberg Financial Group’s JPMorgan Chase JPM Stock Holding History

Greenberg Financial 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 		$981K Buy
+3,043
New +$942K 0.4% 39
2025
Q2 		$929K Sell
2,839
-50
-2% -$12.8K 0.34% 49
2025
Q1 		$850K Buy
+2,889
New +$737K 0.35% 45

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

Greenberg Financial Group's JPM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in JPMorgan Chase (JPM) in Q4 2025: 3,043 shares worth $981K. The stake represents 0.4% of the portfolio and ranks #39 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in JPM as recently as Q2 2025.

Greenberg Financial Group first reported a position in JPM in Q1 2025 and has held it in 3 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Greenberg Financial Group held 3,043 shares of JPMorgan Chase worth $981K as of Q4 2025.
  • JPMorgan Chase was a new Greenberg Financial Group position in Q4 2025.
  • JPMorgan Chase made up 0.4% of Greenberg Financial Group's portfolio in Q4 2025, its #39 holding.
  • Greenberg Financial Group first reported a position in JPMorgan Chase in Q1 2025 and has held it in 3 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.