JMAC Enterprises’s JPMorgan Chase JPM Stock Holding History

JMAC Enterprises’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	$2.34M	Buy	7,956 +600	+8%	+$182K	0.45%	44
2025 Q4	$2.37M	Sell	7,356 -700	-9%	-$217K	0.45%	44
2025 Q3	$2.54M	Sell	8,056 -135	-2%	-$40.2K	0.5%	44
2025 Q2	$2.37M	Sell	8,191 -100	-1%	-$25.5K	0.51%	44
2025 Q1	$2.03M	Sell	8,291 -12,072	-59%	-$3.08M	0.48%	45
2024 Q4	$4.88M	Sell	20,363 -53	-0.3%	-$12.3K	0.77%	40
2024 Q3	$4.3M	Buy	20,416 +254	+1%	+$53.5K	0.69%	44
2024 Q2	$4.08M	Sell	20,162 -696	-3%	-$136K	0.72%	43
2024 Q1	$4.18M	Sell	20,858 -1,779	-8%	-$321K	0.78%	39
2023 Q4	$3.85M	Buy	22,637 +1,028	+5%	+$156K	0.83%	32
2023 Q3	$3.13M	Buy	21,609 +1,362	+7%	+$204K	0.77%	35
2023 Q2	$2.94M	Buy	20,247 +1,483	+8%	+$204K	0.73%	38
2023 Q1	$2.45M	Buy	18,764 +4,209	+29%	+$577K	0.62%	49
2022 Q4	$1.95M	Sell	14,555 -3,423	-19%	-$434K	0.54%	51
2022 Q3	$1.88M	Buy	17,978 +326	+2%	+$37.4K	0.53%	53
2022 Q2	$1.99M	Buy	17,652 +1,204	+7%	+$149K	0.51%	57
2022 Q1	$2.24M	Buy	16,448 +71	+0.4%	+$10.5K	0.53%	52
2021 Q4	$2.55M	Buy	+16,377	New	+$2.69M	0.6%	42

Other funds holding JPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Fidelity Investments

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

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