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JNBA Financial Advisors’s ChargePoint CHPT Stock Holding History

JNBA Financial Advisors’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-855
Closed -$10.3K – 659
2025
Q1 		$10.3K Buy
+855
New +$14.3K ﹤0.01% 454
2024
Q2 		– Sell
-50
Closed -$1.9K – 643
2024
Q1 		$1.9K Hold
50
– – ﹤0.01% 609
2023
Q4 		$2.34K Hold
50
– – ﹤0.01% 603
2023
Q3 		$4.97K Hold
50
– – ﹤0.01% 544
2023
Q2 		$8.79K Hold
50
– – ﹤0.01% 481
2023
Q1 		$10.5K Hold
50
– – ﹤0.01% 476
2022
Q4 		$9.53K Hold
50
– – ﹤0.01% 462
2022
Q3 		$15K Hold
50
– – ﹤0.01% 411
2022
Q2 		$14K Buy
+50
New +$13.9K ﹤0.01% 448

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SummitTX Capital
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JNBA Financial Advisors's CHPT Position: Q2 2025 in Review

JNBA Financial Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 855 shares — an estimated $10.3K sold.

JNBA Financial Advisors first reported a position in CHPT in Q2 2022 and held it in 9 quarters. The position peaked at $15K in Q3 2022. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • JNBA Financial Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 855 ChargePoint shares in Q2 2025, an estimated $10.3K.
  • JNBA Financial Advisors first reported a position in ChargePoint in Q2 2022 and held it in 9 quarters.
  • JNBA Financial Advisors's ChargePoint position peaked at $15K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.