Hedges Asset Management’s JPMorgan Chase JPM Stock Holding History

Hedges Asset Management’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	-1,000	Closed	-$240K	–	111
2024 Q4	$240K	Sell	1,000 -3,300	-77%	-$769K	0.16%	103
2024 Q3	$907K	Sell	4,300 -800	-16%	-$169K	0.6%	56
2024 Q2	$1.03M	Hold	5,100	–	–	0.74%	49
2024 Q1	$1.02M	Hold	5,100	–	–	0.72%	47
2023 Q4	$868K	Hold	5,100	–	–	0.68%	44
2023 Q3	$740K	Buy	5,100 +800	+19%	+$120K	0.65%	48
2023 Q2	$625K	Hold	4,300	–	–	0.53%	58
2023 Q1	$560K	Hold	4,300	–	–	0.48%	61
2022 Q4	$577K	Hold	4,300	–	–	0.51%	51
2022 Q3	$449K	Hold	4,300	–	–	0.45%	58
2022 Q2	$485K	Hold	4,300	–	–	0.46%	61
2022 Q1	$586K	Hold	4,300	–	–	0.45%	62
2021 Q4	$681K	Buy	+4,300	New	+$706K	0.53%	54

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hedges Asset Management's JPM Position: Q1 2025 in Review

Hedges Asset Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,000 shares — an estimated $240K sold.

Hedges Asset Management first reported a position in JPM in Q4 2021 and held it in 13 quarters. The position peaked at $1.03M in Q2 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Hedges Asset Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Hedges Asset Management sold 1,000 JPMorgan Chase shares in Q1 2025, an estimated $240K.
Hedges Asset Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 13 quarters.
Hedges Asset Management's JPMorgan Chase position peaked at $1.03M in Q2 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Hedges Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.