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Guerra Advisors’s JPMorgan Chase JPM Stock Holding History

Guerra Advisors’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 		$5.49M Buy
17,412
+4,359
+33% +$1.3M 2.03% 13
2025
Q2 		$3.78M Buy
13,053
+2,176
+20% +$555K 1.79% 17
2025
Q1 		$2.67M Buy
10,877
+2,872
+36% +$732K 1.49% 20
2024
Q4 		$1.92M Buy
+8,005
New +$1.86M 1.06% 22

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

Guerra Advisors's JPM Position: Q3 2025 in Review

Guerra Advisors increased its JPMorgan Chase (JPM) stake by 33% in Q3 2025, buying an estimated $1.3M and bringing the position to 17,412 shares worth $5.49M. The position accounts for 2.03% of the portfolio, ranked #13.

Guerra Advisors first reported a position in JPM in Q4 2024 and has held it in 4 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Guerra Advisors held 17,412 shares of JPMorgan Chase worth $5.49M as of Q3 2025.
  • Guerra Advisors bought 4,359 JPMorgan Chase shares in Q3 2025, an estimated $1.3M.
  • JPMorgan Chase made up 2.03% of Guerra Advisors's portfolio in Q3 2025, its #13 holding.
  • Guerra Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 4 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.