ICM
JPM icon

IMS Capital Management’s JPMorgan Chase JPM Stock Holding History

IMS Capital 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
Q3 		$2.86M Sell
9,082
-619
-6% -$184K 1.32% 17
2025
Q2 		$2.81M Sell
9,701
-104
-1% -$26.5K 1.31% 18
2025
Q1 		$2.41M Sell
9,805
-600
-6% -$153K 1.21% 21
2024
Q4 		$2.49M Sell
10,405
-40
-0.4% -$9.32K 1.16% 24
2024
Q3 		$2.2M Hold
10,445
– – 0.99% 29
2024
Q2 		$2.24M Sell
10,445
-128
-1% -$25K 1.04% 28
2024
Q1 		$2.12M Sell
10,573
-10
-0.1% -$1.8K 0.98% 29
2023
Q4 		$1.8M Sell
10,583
-96
-0.9% -$14.5K 0.88% 34
2023
Q3 		$1.55M Sell
10,679
-2,997
-22% -$449K 0.92% 31
2023
Q2 		$1.99M Buy
13,676
+2,621
+24% +$360K 1.1% 23
2023
Q1 		$1.44M Buy
11,055
+52
+0.5% +$7.13K 0.86% 32
2022
Q4 		$1.48M Buy
11,003
+147
+1% +$18.6K 0.94% 30
2022
Q3 		$1.13M Buy
10,856
+579
+6% +$66.4K 0.78% 35
2022
Q2 		$1.16M Sell
10,277
-1,432
-12% -$177K 0.75% 37
2022
Q1 		$1.6M Buy
11,709
+2,988
+34% +$441K 0.84% 32
2021
Q4 		$1.38M Buy
8,721
+2,450
+39% +$402K 0.71% 37
2021
Q3 		$1.03M Sell
6,271
-1,737
-22% -$272K 0.59% 46
2021
Q2 		$1.25M Buy
8,008
+1,994
+33% +$313K 0.74% 41
2021
Q1 		$916K Sell
6,014
-7,002
-54% -$1.01M 0.58% 48
2020
Q4 		$1.65M Buy
13,016
+183
+1% +$20.5K 1.03% 19
2020
Q3 		$1.24M Buy
12,833
+74
+0.6% +$7.27K 0.89% 22
2020
Q2 		$1.2M Sell
12,759
-1,531
-11% -$145K 0.93% 21
2020
Q1 		$1.29M Buy
14,290
+4,733
+50% +$575K 1.31% 13
2019
Q4 		$1.33M Buy
9,557
+143
+2% +$18.3K 0.92% 20
2019
Q3 		$1.11M Buy
9,414
+3,703
+65% +$419K 0.84% 25
2019
Q2 		$638K Buy
5,711
+1,452
+34% +$160K 0.47% 63
2019
Q1 		$431K Buy
4,259
+104
+3% +$10.7K 0.35% 78
2018
Q4 		$406K Buy
4,155
+2,605
+168% +$278K 0.38% 75
2018
Q3 		$175K Sell
1,550
-3,557
-70% -$404K 0.12% 116
2018
Q2 		$532K Buy
5,107
+1,461
+40% +$160K 0.34% 77
2018
Q1 		$390K Hold
3,646
– – 0.24% 95
2017
Q4 		$390K Buy
3,646
+23
+0.6% +$2.33K 0.24% 95
2017
Q3 		$346K Sell
3,623
-1,586
-30% -$146K 0.22% 103
2017
Q2 		$476K Buy
5,209
+2,109
+68% +$182K 0.45% 86
2017
Q1 		$272K Buy
3,100
+500
+19% +$44.1K 0.27% 105
2016
Q4 		$224K Buy
+2,600
New +$198K 0.24% 114
2015
Q3 		– Sell
-11,115
Closed -$753K – 140
2015
Q2 		$753K Buy
+11,115
New +$726K 0.9% 40
2014
Q3 		– Sell
-11,055
Closed -$637K – 164
2014
Q2 		$637K Buy
+11,055
New +$622K 0.69% 60
2013
Q3 		– Sell
-13,605
Closed -$718K – 148
2013
Q2 		$718K Buy
+13,605
New +$692K 1.03% 38

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

IMS Capital Management's JPM Position: Q3 2025 in Review

IMS Capital Management reduced its JPMorgan Chase (JPM) stake by 6.4% in Q3 2025, selling an estimated $184K and leaving 9,082 shares worth $2.86M. The position accounts for 1.32% of the portfolio, ranked #17.

IMS Capital Management first reported a position in JPM in Q2 2013 and has held it in 39 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • IMS Capital Management held 9,082 shares of JPMorgan Chase worth $2.86M as of Q3 2025.
  • IMS Capital Management sold 619 JPMorgan Chase shares in Q3 2025, an estimated $184K.
  • JPMorgan Chase made up 1.32% of IMS Capital Management's portfolio in Q3 2025, its #17 holding.
  • IMS Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 39 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.