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Lindenwold Advisors’s JPMorgan Chase JPM Stock Holding History

Lindenwold Advisors’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 		$3.75M Buy
11,881
+67
+0.6% +$19.9K 1.77% 13
2025
Q2 		$3.42M Buy
11,814
+289
+3% +$73.7K 1.78% 15
2025
Q1 		$2.83M Sell
11,525
-319
-3% -$81.3K 1.57% 19
2024
Q4 		$2.84M Sell
11,844
-316
-3% -$73.6K 1.52% 17
2024
Q3 		$2.56M Buy
12,160
+82
+0.7% +$17.3K 1.29% 21
2024
Q2 		$2.44M Sell
12,078
-30
-0.2% -$5.87K 1.3% 22
2024
Q1 		$2.43M Sell
12,108
-200
-2% -$36.1K 1.3% 23
2023
Q4 		$2.09M Sell
12,308
-99
-0.8% -$15K 1.19% 29
2023
Q3 		$1.8M Sell
12,407
-90
-0.7% -$13.5K 1.12% 32
2023
Q2 		$1.82M Sell
12,497
-1,695
-12% -$233K 1.11% 30
2023
Q1 		$1.85M Buy
14,192
+304
+2% +$41.7K 1.15% 32
2022
Q4 		$1.86M Sell
13,888
-34
-0.2% -$4.31K 1.25% 26
2022
Q3 		$1.46M Buy
13,922
+135
+1% +$15.5K 1.08% 29
2022
Q2 		$1.55M Buy
13,787
+218
+2% +$27K 1.1% 32
2022
Q1 		$1.85M Sell
13,569
-1,065
-7% -$157K 1.14% 30
2021
Q4 		$2.32M Buy
+14,634
New +$2.4M 1.35% 23

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

Lindenwold Advisors's JPM Position: Q3 2025 in Review

Lindenwold Advisors increased its JPMorgan Chase (JPM) stake by 0.57% in Q3 2025, buying an estimated $19.9K and bringing the position to 11,881 shares worth $3.75M. The position accounts for 1.77% of the portfolio, ranked #13.

Lindenwold Advisors first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Lindenwold Advisors held 11,881 shares of JPMorgan Chase worth $3.75M as of Q3 2025.
  • Lindenwold Advisors bought 67 JPMorgan Chase shares in Q3 2025, an estimated $19.9K.
  • JPMorgan Chase made up 1.77% of Lindenwold Advisors's portfolio in Q3 2025, its #13 holding.
  • Lindenwold Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.