Kieckhefer Group’s JPMorgan Chase JPM Stock Holding History

Kieckhefer Group’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 Q1	–	Sell	-210	Closed	-$50.3K	–	87
2024 Q4	$50.3K	Buy	+210	New	+$48.9K	0.03%	81

Other funds holding JPM

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Kieckhefer Group's JPM Position: Q1 2025 in Review

Kieckhefer Group sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 210 shares — an estimated $50.3K sold.

Kieckhefer Group first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $50.3K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Kieckhefer Group reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Kieckhefer Group sold 210 JPMorgan Chase shares in Q1 2025, an estimated $50.3K.
Kieckhefer Group first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
Kieckhefer Group's JPMorgan Chase position peaked at $50.3K in Q4 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Kieckhefer Group's 13F filing for Q1 2025, filed 25 Apr 2025.