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Hansen & Associates Financial Group’s JPMorgan Chase JPM Stock Holding History

Hansen & Associates 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
Q1 		– Sell
-29,487
Closed -$7.11M – 11
2024
Q4 		$7.11M Buy
+29,487
New +$6.87M 3.62% 7

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

Hansen & Associates Financial Group's JPM Position: Q1 2025 in Review

Hansen & Associates Financial Group sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 29,487 shares — an estimated $7.11M sold.

Hansen & Associates Financial Group first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $7.11M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Hansen & Associates Financial Group reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Hansen & Associates Financial Group sold 29,487 JPMorgan Chase shares in Q1 2025, an estimated $7.11M.
  • Hansen & Associates Financial Group first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
  • Hansen & Associates Financial Group's JPMorgan Chase position peaked at $7.11M in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Hansen & Associates Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.