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Herbst Group’s JPMorgan Chase JPM Stock Holding History

Herbst 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
-7,295
Closed -$1.75M – 64
2024
Q4 		$1.75M Buy
7,295
+210
+3% +$48.9K 1.09% 40
2024
Q3 		$1.49M Sell
7,085
-375
-5% -$79K 0.93% 45
2024
Q2 		$1.51M Sell
7,460
-800
-10% -$156K 0.92% 44
2024
Q1 		$1.65M Sell
8,260
-25
-0.3% -$4.51K 1.02% 44
2023
Q4 		$1.41M Sell
8,285
-200
-2% -$30.3K 0.9% 46
2023
Q3 		$1.23M Buy
8,485
+700
+9% +$105K 0.88% 44
2023
Q2 		$1.13M Buy
7,785
+100
+1% +$13.8K 0.78% 49
2023
Q1 		$1M Buy
7,685
+435
+6% +$59.6K 0.71% 55
2022
Q4 		$972K Buy
7,250
+170
+2% +$21.5K 0.79% 53
2022
Q3 		$740K Sell
7,080
-200
-3% -$23K 0.61% 59
2022
Q2 		$830K Sell
7,280
-1,000
-12% -$124K 0.66% 59
2022
Q1 		$1.13M Buy
8,280
+1,000
+14% +$148K 0.74% 55
2021
Q4 		$1.15M Buy
+7,280
New +$1.2M 0.71% 58

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Herbst Group's JPM Position: Q1 2025 in Review

Herbst Group sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 7,295 shares — an estimated $1.75M sold.

Herbst Group first reported a position in JPM in Q4 2021 and held it in 13 quarters. The position peaked at $1.75M in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Herbst Group reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Herbst Group sold 7,295 JPMorgan Chase shares in Q1 2025, an estimated $1.75M.
  • Herbst Group first reported a position in JPMorgan Chase in Q4 2021 and held it in 13 quarters.
  • Herbst Group's JPMorgan Chase position peaked at $1.75M in Q4 2024.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Herbst Group's 13F filing for Q1 2025, filed 11 Apr 2025.