JP Morgan Chase
XELB icon

JP Morgan Chase’s Xcel Brands XELB Stock Holding History

JP Morgan Chase’s Portfolio XELB Stock Details XELB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$6 – 7710
2025
Q1 		$6 Sell
2
-1
-33% -$4 ﹤0.01% 7221
2024
Q4 		$16 Hold
3
– – ﹤0.01% 7291
2024
Q3 		$25 Sell
3
-1
-25% -$7 ﹤0.01% 7226
2024
Q2 		$21 Buy
4
+1
+33% +$7 ﹤0.01% 7164
2024
Q1 		$27 Buy
3
+1
+50% +$11 ﹤0.01% 7133
2023
Q4 		$22 Buy
2
+1
+100% +$11 ﹤0.01% 7330
2023
Q3 		$13 Buy
+1
New +$14 ﹤0.01% 7258

Other funds holding XELB

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase sold out of Xcel Brands (XELB) in Q2 2025, closing a stake of 2 shares — an estimated $6 sold.

JP Morgan Chase first reported a position in XELB in Q3 2023 and held it in 7 quarters. The position peaked at $27 in Q1 2024. 12 funds tracked by Wall St. Rank hold XELB as of Q2 2025.

  • JP Morgan Chase reported no remaining Xcel Brands position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2 Xcel Brands shares in Q2 2025, an estimated $6.
  • JP Morgan Chase first reported a position in Xcel Brands in Q3 2023 and held it in 7 quarters.
  • JP Morgan Chase's Xcel Brands position peaked at $27 in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Xcel Brands as of Q2 2025.

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