Junto Capital Management’s JPMorgan Chase JPM Stock Holding History

Junto Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-315,892	Closed	-$91.6M	–	92
2025 Q2	$91.6M	Sell	315,892 -185	-0.1%	-$47.2K	1.94%	10
2025 Q1	$77.5M	Sell	316,077 -185,563	-37%	-$47.3M	1.78%	16
2024 Q4	$120M	Buy	+501,640	New	+$117M	2.4%	11
2024 Q2	–	Sell	-347,742	Closed	-$69.7M	–	89
2024 Q1	$69.7M	Sell	347,742 -591,336	-63%	-$107M	1.54%	27
2023 Q4	$160M	Sell	939,078 -208,348	-18%	-$31.6M	3.68%	3
2023 Q3	$166M	Buy	1,147,426 +344,649	+43%	+$51.7M	3.94%	4
2023 Q2	$117M	Buy	802,777 +58,175	+8%	+$8M	2.96%	6
2023 Q1	$97M	Sell	744,602 -17,031	-2%	-$2.33M	2.71%	5
2022 Q4	$102M	Buy	761,633 +64,240	+9%	+$8.14M	2.9%	5
2022 Q3	$72.9M	Buy	+697,393	New	+$80M	2.03%	14
2020 Q2	–	Sell	-430,474	Closed	-$38.8M	–	62
2020 Q1	$38.8M	Buy	+430,474	New	+$52.3M	2.8%	18

Other funds holding JPM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return