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Infrastructure Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Infrastructure Capital 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
Q3 		– Sell
-2,063
Closed -$598K – 154
2025
Q2 		$598K Buy
+2,063
New +$526K 0.05% 83
2024
Q4 		– Sell
-3,592
Closed -$757K – 140
2024
Q3 		$757K Buy
3,592
+627
+21% +$132K 0.1% 73
2024
Q2 		$600K Sell
2,965
-7,035
-70% -$1.38M 0.08% 72
2024
Q1 		$2M Buy
+10,000
New +$1.8M 0.25% 38
2022
Q4 		– Sell
-3,083
Closed -$322K – 91
2022
Q3 		$322K Buy
+3,083
New +$354K 0.01% 60

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

Infrastructure Capital Advisors's JPM Position: Q3 2025 in Review

Infrastructure Capital Advisors sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 2,063 shares — an estimated $598K sold.

Infrastructure Capital Advisors first reported a position in JPM in Q3 2022 and held it in 5 quarters. The position peaked at $2M in Q1 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Infrastructure Capital Advisors reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Infrastructure Capital Advisors sold 2,063 JPMorgan Chase shares in Q3 2025, an estimated $598K.
  • Infrastructure Capital Advisors first reported a position in JPMorgan Chase in Q3 2022 and held it in 5 quarters.
  • Infrastructure Capital Advisors's JPMorgan Chase position peaked at $2M in Q1 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Infrastructure Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.