JFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

JFG Wealth 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	$347K	Buy	1,101 +240	+28%	+$71.4K	0.07%	54
2025 Q2	$250K	Hold	861	–	–	0.05%	59
2025 Q1	$211K	Sell	861 -661	-43%	-$169K	0.05%	80
2024 Q4	$365K	Buy	1,522 +1	+0.1%	+$233	0.08%	70
2024 Q3	$321K	Buy	+1,521	New	+$320K	0.09%	58
2022 Q1	–	Sell	-2,730	Closed	-$432K	–	50
2021 Q4	$432K	Sell	2,730 -160	-6%	-$26.3K	0.16%	23
2021 Q3	$473K	Hold	2,890	–	–	0.23%	18
2021 Q2	$450K	Buy	+2,890	New	+$454K	0.2%	16

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JFG Wealth Management's JPM Position: Q3 2025 in Review

JFG Wealth Management increased its JPMorgan Chase (JPM) stake by 28% in Q3 2025, buying an estimated $71.4K and bringing the position to 1,101 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #54.

JFG Wealth Management first reported a position in JPM in Q2 2021 and has held it in 8 quarters since. The position peaked at $473K in Q3 2021. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

JFG Wealth Management held 1,101 shares of JPMorgan Chase worth $347K as of Q3 2025.
JFG Wealth Management bought 240 JPMorgan Chase shares in Q3 2025, an estimated $71.4K.
JPMorgan Chase made up 0.07% of JFG Wealth Management's portfolio in Q3 2025, its #54 holding.
JFG Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 8 quarters since.
JFG Wealth Management's JPMorgan Chase position peaked at $473K in Q3 2021.
4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.