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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 – 91
2025
Q2 		$91.6M Sell
315,892
-185
-0.1% -$47.2K 1.91% 10
2025
Q1 		$77.5M Sell
316,077
-185,563
-37% -$47.3M 1.62% 16
2024
Q4 		$120M Buy
+501,640
New +$117M 2.33% 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 3.57% 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 2.69% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Junto Capital Management's JPM Position: Q3 2025 in Review

Junto Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 315,892 shares — an estimated $91.6M sold.

Junto Capital Management first reported a position in JPM in Q1 2020 and held it in 11 quarters. The position peaked at $166M in Q3 2023. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Junto Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Junto Capital Management sold 315,892 JPMorgan Chase shares in Q3 2025, an estimated $91.6M.
  • Junto Capital Management first reported a position in JPMorgan Chase in Q1 2020 and held it in 11 quarters.
  • Junto Capital Management's JPMorgan Chase position peaked at $166M in Q3 2023.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Junto Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.