JBGlobal.com’s JPMorgan Chase JPM Stock Holding History

JBGlobal.com’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 Q1	–	Sell	-844	Closed	-$202K	–	34
2024 Q4	$202K	Buy	+844	New	+$197K	0.21%	31

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JBGlobal.com's JPM Position: Q1 2025 in Review

JBGlobal.com sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 844 shares — an estimated $202K sold.

JBGlobal.com first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

JBGlobal.com reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
JBGlobal.com sold 844 JPMorgan Chase shares in Q1 2025, an estimated $202K.
JBGlobal.com first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
JBGlobal.com's JPMorgan Chase position peaked at $202K in Q4 2024.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on JBGlobal.com's 13F filing for Q1 2025, filed 10 Apr 2025.