JP Morgan Chase

JP Morgan Chase’s Source Capital SOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.7K	Hold	1,317	–	–	﹤0.01%	6129
2025 Q4	$60.3K	Sell	1,317 -407	-24%	-$18.8K	﹤0.01%	6146
2025 Q3	$77.6K	Buy	1,724 +407	+31%	+$18K	﹤0.01%	6045
2025 Q2	$57.1K	Hold	1,317	–	–	﹤0.01%	5867
2025 Q1	$54.7K	Buy	+1,317	New	+$55.6K	﹤0.01%	5850
2023 Q2	–	Sell	-53	Closed	-$2K	–	7302
2023 Q1	$2K	Buy	+53	New	+$2.02K	﹤0.01%	6437
2021 Q3	–	Sell	-650	Closed	-$30K	–	6776
2021 Q2	$30K	Buy	+650	New	+$29.2K	﹤0.01%	5862
2019 Q3	–	Sell	-116	Closed	-$4K	–	5940
2019 Q2	$4K	Buy	+116	New	+$4.21K	﹤0.01%	5650

Other funds holding SOR

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keating Financial Advisory Services Manhattan, Kansas $619M AUM