J. Goldman & Co’s JPMorgan Chase JPM Stock Holding History

J. Goldman & Co’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
2026 Q1	–	Sell	-24,300	Closed	-$7.83M	–	775
2025 Q4	$7.83M	Buy	+24,300	New	+$7.52M	0.21%	137

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J. Goldman & Co's JPM Position: Q2 2018 in Review

J. Goldman & Co sold out of JPMorgan Chase (JPM) in Q2 2018, closing a stake of 25,000 shares — an estimated $2.75M sold.

J. Goldman & Co first reported a position in JPM in Q1 2017 and held it in 2 quarters. The position peaked at $2.75M in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

J. Goldman & Co reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
J. Goldman & Co sold 25,000 JPMorgan Chase shares in Q2 2018, an estimated $2.75M.
J. Goldman & Co first reported a position in JPMorgan Chase in Q1 2017 and held it in 2 quarters.
J. Goldman & Co's JPMorgan Chase position peaked at $2.75M in Q1 2018.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on J. Goldman & Co's 13F filing for Q2 2018, filed 14 Aug 2018.