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InceptionR’s JPMorgan Chase JPM Stock Holding History

InceptionR’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 		– Sell
-3,688
Closed -$1.07M – 816
2025
Q2 		$1.07M Buy
+3,688
New +$941K 0.25% 138
2024
Q3 		– Sell
-1,898
Closed -$384K – 761
2024
Q2 		$384K Sell
1,898
-4,402
-70% -$861K 0.11% 356
2024
Q1 		$1.26M Buy
+6,300
New +$1.14M 0.32% 88
2023
Q3 		– Sell
-4,654
Closed -$677K – 486
2023
Q2 		$677K Buy
+4,654
New +$640K 0.36% 82
2023
Q1 		– Sell
-3,281
Closed -$440K – 511
2022
Q4 		$440K Buy
+3,281
New +$416K 0.23% 189

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

InceptionR's JPM Position: Q3 2025 in Review

InceptionR sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 3,688 shares — an estimated $1.07M sold.

InceptionR first reported a position in JPM in Q4 2022 and held it in 5 quarters. The position peaked at $1.26M in Q1 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • InceptionR reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 3,688 JPMorgan Chase shares in Q3 2025, an estimated $1.07M.
  • InceptionR first reported a position in JPMorgan Chase in Q4 2022 and held it in 5 quarters.
  • InceptionR's JPMorgan Chase position peaked at $1.26M in Q1 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.