LifeWealth Investments’s JPMorgan Chase JPM Stock Holding History

LifeWealth Investments’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	-1,722	Closed	-$413K	–	151
2024 Q4	$413K	Buy	+1,722	New	+$401K	0.27%	76

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LifeWealth Investments's JPM Position: Q1 2025 in Review

LifeWealth Investments sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,722 shares — an estimated $413K sold.

LifeWealth Investments first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $413K in Q4 2024. 4,671 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

LifeWealth Investments reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 1,722 JPMorgan Chase shares in Q1 2025, an estimated $413K.
LifeWealth Investments first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's JPMorgan Chase position peaked at $413K in Q4 2024.
4,671 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.