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High Falls Advisors’s JPMorgan Chase JPM Stock Holding History

High Falls 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
Q4 		$1.88M Sell
5,827
-902
-13% -$279K 0.38% 31
2025
Q3 		$2.12M Sell
6,729
-211
-3% -$62.8K 0.44% 32
2025
Q2 		$2.01M Buy
6,940
+132
+2% +$33.7K 0.45% 29
2025
Q1 		$1.67M Buy
6,808
+64
+0.9% +$16.3K 0.39% 31
2024
Q4 		$1.62M Buy
6,744
+356
+6% +$82.9K 0.37% 31
2024
Q3 		$1.35M Buy
6,388
+277
+5% +$58.3K 0.31% 35
2024
Q2 		$1.24M Buy
6,111
+368
+6% +$71.9K 0.3% 35
2024
Q1 		$1.15M Buy
5,743
+165
+3% +$29.8K 0.29% 35
2023
Q4 		$949K Buy
5,578
+18
+0.3% +$2.73K 0.25% 38
2023
Q3 		$806K Buy
5,560
+103
+2% +$15.4K 0.24% 36
2023
Q2 		$794K Buy
5,457
+17
+0.3% +$2.34K 0.23% 35
2023
Q1 		$709K Buy
5,440
+90
+2% +$12.3K 0.21% 39
2022
Q4 		$717K Sell
5,350
-1,982
-27% -$251K 0.22% 39
2022
Q3 		$766K Sell
7,332
-180
-2% -$20.7K 0.25% 38
2022
Q2 		$846K Buy
7,512
+19
+0.3% +$2.35K 0.26% 40
2022
Q1 		$1.02M Buy
7,493
+45
+0.6% +$6.64K 0.27% 36
2021
Q4 		$1.18M Sell
7,448
-87
-1% -$14.3K 0.3% 34
2021
Q3 		$1.23M Sell
7,535
-13
-0.2% -$2.04K 0.33% 33
2021
Q2 		$1.17M Buy
7,548
+13
+0.2% +$2.04K 0.32% 34
2021
Q1 		$1.15M Buy
7,535
+15
+0.2% +$2.16K 0.33% 37
2020
Q4 		$956K Buy
+7,520
New +$841K 0.28% 40
2020
Q3 		– Sell
-7,256
Closed -$683K – 66
2020
Q2 		$683K Sell
7,256
-283
-4% -$26.9K 0.25% 47
2020
Q1 		$679K Buy
7,539
+163
+2% +$19.8K 0.27% 37
2019
Q4 		$1.03M Sell
7,376
-23
-0.3% -$2.95K 0.29% 37
2019
Q3 		$871K Sell
7,399
-2,235
-23% -$253K 0.27% 42
2019
Q2 		$1.08M Buy
9,634
+235
+3% +$25.9K 0.35% 32
2019
Q1 		$951K Buy
9,399
+31
+0.3% +$3.19K 0.33% 34
2018
Q4 		$915K Sell
9,368
-385
-4% -$41K 0.35% 25
2018
Q3 		$1.1M Sell
9,753
-1,017
-9% -$115K 0.37% 24
2018
Q2 		$1.12M Sell
10,770
-85
-0.8% -$9.32K 0.39% 26
2018
Q1 		$1.19M Buy
10,855
+120
+1% +$13.6K 0.43% 24
2017
Q4 		$1.15M Sell
10,735
-290
-3% -$29.4K 0.41% 24
2017
Q3 		$1.05M Buy
11,025
+247
+2% +$22.8K 0.4% 23
2017
Q2 		$985K Buy
10,778
+188
+2% +$16.2K 0.39% 27
2017
Q1 		$930K Sell
10,590
-2,446
-19% -$216K 0.4% 29
2016
Q4 		$1.13M Sell
13,036
-1,240
-9% -$94.6K 0.52% 23
2016
Q3 		$951K Buy
14,276
+6,201
+77% +$404K 0.35% 26
2016
Q2 		$533K Sell
8,075
-23
-0.3% -$1.44K 0.15% 54
2016
Q1 		$480K Buy
8,098
+23
+0.3% +$1.34K 0.17% 55
2015
Q4 		$533K Buy
+8,075
New +$526K 0.15% 54

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

High Falls Advisors's JPM Position: Q4 2025 in Review

High Falls Advisors reduced its JPMorgan Chase (JPM) stake by 13% in Q4 2025, selling an estimated $279K and leaving 5,827 shares worth $1.88M. The position accounts for 0.38% of the portfolio, ranked #31.

High Falls Advisors first reported a position in JPM in Q4 2015 and has held it in 40 quarters since. The position peaked at $2.12M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • High Falls Advisors held 5,827 shares of JPMorgan Chase worth $1.88M as of Q4 2025.
  • High Falls Advisors sold 902 JPMorgan Chase shares in Q4 2025, an estimated $279K.
  • JPMorgan Chase made up 0.38% of High Falls Advisors's portfolio in Q4 2025, its #31 holding.
  • High Falls Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 40 quarters since.
  • High Falls Advisors's JPMorgan Chase position peaked at $2.12M in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.