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Kathleen S. Wright Associates’s JPMorgan Chase JPM Stock Holding History

Kathleen S. Wright Associates’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
-200
Closed -$58K – 242
2025
Q2 		$58K Hold
200
– – 0.02% 140
2025
Q1 		$49.1K Hold
200
– – 0.02% 146
2024
Q4 		$47.9K Hold
200
– – 0.02% 147
2024
Q3 		$42.2K Hold
200
– – 0.02% 160
2024
Q2 		$40.5K Hold
200
– – 0.02% 148
2024
Q1 		$40.1K Buy
+200
New +$36.1K 0.02% 138

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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

Kathleen S. Wright Associates's JPM Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 200 shares — an estimated $58K sold.

Kathleen S. Wright Associates first reported a position in JPM in Q1 2024 and held it in 6 quarters. The position peaked at $58K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Kathleen S. Wright Associates reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 200 JPMorgan Chase shares in Q3 2025, an estimated $58K.
  • Kathleen S. Wright Associates first reported a position in JPMorgan Chase in Q1 2024 and held it in 6 quarters.
  • Kathleen S. Wright Associates's JPMorgan Chase position peaked at $58K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.