JP Morgan Chase’s Binah Capital Group BCG Stock Holding History

JP Morgan Chase’s Portfolio BCG Stock Details BCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$14	–	7749
2025 Q1	$14	Sell	7 -2	-22%	-$4	﹤0.01%	7169
2024 Q4	$26	Buy	+9	New	+$23	﹤0.01%	7237

Other funds holding BCG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

JP Morgan Chase's BCG Position: Q2 2025 in Review

JP Morgan Chase sold out of Binah Capital Group (BCG) in Q2 2025, closing a stake of 7 shares — an estimated $14 sold.

JP Morgan Chase first reported a position in BCG in Q4 2024 and held it in 2 quarters. The position peaked at $26 in Q4 2024. 10 funds tracked by Wall St. Rank hold BCG as of Q2 2025.

JP Morgan Chase reported no remaining Binah Capital Group position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 7 Binah Capital Group shares in Q2 2025, an estimated $14.
JP Morgan Chase first reported a position in Binah Capital Group in Q4 2024 and held it in 2 quarters.
JP Morgan Chase's Binah Capital Group position peaked at $26 in Q4 2024.
10 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.