Gries Financial’s JPMorgan Chase JPM Stock Holding History

Gries Financial’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 Q3	$2.65M	Buy	8,394 +1,720	+26%	+$512K	0.42%	44
2025 Q2	$1.93M	Sell	6,674 -1,197	-15%	-$305K	0.35%	61
2025 Q1	$1.93M	Buy	7,871 +837	+12%	+$213K	0.37%	55
2024 Q4	$1.69M	Buy	7,034 +647	+10%	+$151K	0.3%	78
2024 Q3	$1.35M	Buy	6,387 +2,645	+71%	+$557K	0.25%	97
2024 Q2	$757K	Sell	3,742 -3,923	-51%	-$767K	0.16%	122
2024 Q1	$1.54M	Buy	7,665 +3,457	+82%	+$624K	0.26%	103
2023 Q4	$716K	Sell	4,208 -1,910	-31%	-$289K	0.16%	110
2023 Q3	$887K	Sell	6,118 -10,819	-64%	-$1.62M	0.24%	90
2023 Q2	$2.46M	Sell	16,937 -974	-5%	-$134K	0.68%	36
2023 Q1	$2.33M	Sell	17,911 -13,761	-43%	-$1.89M	0.69%	43
2022 Q4	$4.25M	Buy	31,672 +8,410	+36%	+$1.07M	1.41%	12
2022 Q3	$2.43M	Buy	23,262 +8,554	+58%	+$982K	1.03%	22
2022 Q2	$1.66M	Buy	14,708 +290	+2%	+$35.9K	0.79%	41
2022 Q1	$1.97M	Buy	14,418 +3,237	+29%	+$478K	0.72%	37
2021 Q4	$1.77M	Sell	11,181 -8,336	-43%	-$1.37M	0.72%	29
2021 Q3	$3.19M	Sell	19,517 -10,481	-35%	-$1.64M	1%	20
2021 Q2	$4.54M	Sell	29,998 -166	-0.6%	-$26.1K	1.46%	10
2021 Q1	$4.87M	Buy	+30,164	New	+$4.34M	1.55%	10

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return