JP Morgan Chase
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JP Morgan Chase’s Serina Therapeutics SER Stock Holding History

JP Morgan Chase’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$54 – 7848
2025
Q3 		$54 Buy
10
+1
+11% +$5 ﹤0.01% 7217
2025
Q2 		$55 Sell
9
-3
-25% -$17 ﹤0.01% 6891
2025
Q1 		$68 Sell
12
-1
-8% -$5 ﹤0.01% 6928
2024
Q4 		$65 Hold
13
– – ﹤0.01% 7078
2024
Q3 		$87 Buy
13
+2
+18% +$16 ﹤0.01% 7022
2024
Q2 		$105 Buy
11
+10
+1,000% +$98 ﹤0.01% 6884
2024
Q1 		$13 Sell
1
-57
-98% -$797 ﹤0.01% 7214
2023
Q4 		$790 Hold
58
– – ﹤0.01% 6867
2023
Q3 		$1.39K Buy
58
+1
+2% +$26 ﹤0.01% 6601
2023
Q2 		$1.8K Buy
+57
New +$1.22K ﹤0.01% 6357
2023
Q1 		– Hold
0
– – – 7304
2022
Q4 		– Hold
0
– – – 7069
2022
Q3 		– Hold
0
– – – 6919
2022
Q2 		– Hold
0
– – – 6952
2022
Q1 		– Hold
0
– – – 7090
2021
Q4 		– Hold
0
– – – 7016
2021
Q3 		– Hold
0
– – – 6868
2021
Q2 		– Hold
0
– – – 6659
2021
Q1 		– Hold
0
– – – 6417
2020
Q4 		– Hold
0
– – – 5981
2020
Q3 		– Sell
-10
Closed -$357 – 5834
2020
Q2 		$0 Sell
10
-981
-99% -$28.9K ﹤0.01% 5750
2020
Q1 		$32K Buy
991
+196
+25% +$9.22K ﹤0.01% 4849
2019
Q4 		$51K Buy
795
+597
+302% +$32.2K ﹤0.01% 5123
2019
Q3 		$14K Buy
198
+32
+19% +$3.04K ﹤0.01% 5463
2019
Q2 		$21K Sell
166
-16
-9% -$2.17K ﹤0.01% 5432
2019
Q1 		$26K Buy
182
+108
+146% +$15.8K ﹤0.01% 5342
2018
Q4 		$8K Buy
+74
New +$9.41K ﹤0.01% 5478

Other funds holding SER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase's SER Position: Q4 2025 in Review

JP Morgan Chase sold out of Serina Therapeutics (SER) in Q4 2025, closing a stake of 10 shares — an estimated $54 sold.

JP Morgan Chase first reported a position in SER in Q4 2018 and held it in 17 quarters. The position peaked at $51K in Q4 2019. 22 funds tracked by Wall St. Rank hold SER as of Q4 2025.

  • JP Morgan Chase reported no remaining Serina Therapeutics position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 10 Serina Therapeutics shares in Q4 2025, an estimated $54.
  • JP Morgan Chase first reported a position in Serina Therapeutics in Q4 2018 and held it in 17 quarters.
  • JP Morgan Chase's Serina Therapeutics position peaked at $51K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Serina Therapeutics as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.