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Litman Gregory Wealth Management’s JPMorgan Chase JPM Stock Holding History

Litman Gregory Wealth 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
Q4 		$1.2M Sell
3,738
-57
-2% -$17.6K 0.09% 79
2025
Q3 		$1.2M Hold
3,795
– – 0.09% 74
2025
Q2 		$1.1M Buy
3,795
+1,750
+86% +$447K 0.09% 77
2025
Q1 		$502K Hold
2,045
– – 0.04% 87
2024
Q4 		$490K Buy
2,045
+74
+4% +$17.2K 0.04% 86
2024
Q3 		$416K Hold
1,971
– – 0.03% 98
2024
Q2 		$399K Buy
1,971
+115
+6% +$22.5K 0.04% 99
2024
Q1 		$372K Buy
+1,856
New +$335K 0.03% 103
2023
Q4 		– Sell
-1,834
Closed -$266K – 123
2023
Q3 		$266K Buy
+1,834
New +$275K 0.03% 109
2021
Q2 		– Sell
-1,059
Closed -$161K – 132
2021
Q1 		$161K Hold
1,059
– – 0.03% 64
2020
Q4 		$135K Sell
1,059
-81
-7% -$9.05K 0.02% 67
2020
Q3 		$110K Buy
1,140
+81
+8% +$7.95K 0.02% 68
2020
Q2 		$100K Hold
1,059
– – 0.02% 68
2020
Q1 		$95K Sell
1,059
-1,125
-52% -$137K 0.02% 61
2019
Q4 		$304K Buy
2,184
+645
+42% +$82.7K 0.07% 42
2019
Q3 		$181K Sell
1,539
-606
-28% -$68.5K 0.04% 48
2019
Q2 		$240K Buy
2,145
+1,225
+133% +$135K 0.06% 43
2019
Q1 		$93K Hold
920
– – 0.03% 55
2018
Q4 		$90K Hold
920
– – 0.03% 57
2018
Q3 		$104K Hold
920
– – 0.04% 46
2018
Q2 		$96K Sell
920
-1,150
-56% -$126K 0.04% 41
2018
Q1 		$228K Buy
2,070
+1,170
+130% +$132K 0.09% 32
2017
Q4 		$96K Hold
900
– – 0.03% 40
2017
Q3 		$86K Buy
+900
New +$83K 0.04% 41

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Litman Gregory Wealth Management's JPM Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.5% in Q4 2025, selling an estimated $17.6K and leaving 3,738 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #79.

Litman Gregory Wealth Management first reported a position in JPM in Q3 2017 and has held it in 24 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Litman Gregory Wealth Management held 3,738 shares of JPMorgan Chase worth $1.2M as of Q4 2025.
  • Litman Gregory Wealth Management sold 57 JPMorgan Chase shares in Q4 2025, an estimated $17.6K.
  • JPMorgan Chase made up 0.09% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #79 holding.
  • Litman Gregory Wealth Management first reported a position in JPMorgan Chase in Q3 2017 and has held it in 24 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.