Ground Swell Capital’s JPMorgan Chase JPM Stock Holding History

Ground Swell Capital’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	–	Sell	-965	Closed	-$237K	–	200
2025 Q1	$237K	Buy	+965	New	+$246K	0.51%	85
2022 Q2	–	Sell	-1,651	Closed	-$225K	–	163
2022 Q1	$225K	Buy	+1,651	New	+$244K	0.58%	31
2014 Q3	$382K	Buy	6,342 +2,102	+50%	+$123K	0.72%	11
2014 Q2	$244K	Buy	+4,240	New	+$238K	0.47%	17

Other funds holding JPM

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ground Swell Capital's JPM Position: Q2 2025 in Review

Ground Swell Capital sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 965 shares — an estimated $237K sold.

Ground Swell Capital first reported a position in JPM in Q2 2014 and held it in 4 quarters. The position peaked at $382K in Q3 2014. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Ground Swell Capital reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 965 JPMorgan Chase shares in Q2 2025, an estimated $237K.
Ground Swell Capital first reported a position in JPMorgan Chase in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's JPMorgan Chase position peaked at $382K in Q3 2014.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.