JFG
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JMG Financial Group’s JPMorgan Chase JPM Stock Holding History

JMG Financial Group’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
-1,341
Closed -$389K – 125
2025
Q2 		$389K Buy
+1,341
New +$342K 0.01% 99
2024
Q3 		– Sell
-2,015
Closed -$408K – 118
2024
Q2 		$408K Hold
2,015
– – 0.02% 91
2024
Q1 		$404K Sell
2,015
-300
-13% -$54.1K 0.02% 91
2023
Q4 		$394K Buy
2,315
+530
+30% +$80.3K 0.02% 92
2023
Q3 		$259K Buy
1,785
+335
+23% +$50.2K 0.01% 99
2023
Q2 		$211K Sell
1,450
-172
-11% -$23.7K 0.01% 107
2023
Q1 		$211K Sell
1,622
-66
-4% -$9.04K 0.01% 106
2022
Q4 		$226K Buy
+1,688
New +$214K 0.01% 100
2021
Q2 		– Sell
-1,833
Closed -$279K – 90
2021
Q1 		$279K Sell
1,833
-2
-0.1% -$288 0.02% 70
2020
Q4 		$233K Buy
+1,835
New +$205K 0.02% 71
2020
Q2 		– Sell
-2,328
Closed -$210K – 75
2020
Q1 		$210K Buy
2,328
+175
+8% +$21.3K 0.02% 65
2019
Q4 		$300K Buy
2,153
+20
+0.9% +$2.56K 0.03% 63
2019
Q3 		$251K Sell
2,133
-614
-22% -$69.4K 0.03% 66
2019
Q2 		$307K Buy
+2,747
New +$303K 0.03% 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

JMG Financial Group's JPM Position: Q3 2025 in Review

JMG Financial Group sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,341 shares — an estimated $389K sold.

JMG Financial Group first reported a position in JPM in Q2 2019 and held it in 14 quarters. The position peaked at $408K in Q2 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • JMG Financial Group reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • JMG Financial Group sold 1,341 JPMorgan Chase shares in Q3 2025, an estimated $389K.
  • JMG Financial Group first reported a position in JPMorgan Chase in Q2 2019 and held it in 14 quarters.
  • JMG Financial Group's JPMorgan Chase position peaked at $408K in Q2 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on JMG Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.