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Long Run Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Long Run Wealth 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
Q4 		$5.86M Buy
18,175
+567
+3% +$176K 1.1% 25
2025
Q3 		$5.55M Sell
17,608
-1,502
-8% -$447K 1.09% 25
2025
Q2 		$5.54M Sell
19,110
-2,675
-12% -$683K 1.16% 23
2025
Q1 		$5.34M Buy
21,785
+1,316
+6% +$336K 1.21% 22
2024
Q4 		$4.91M Sell
20,469
-2,981
-13% -$694K 1.18% 22
2024
Q3 		$4.94M Sell
23,450
-1,003
-4% -$211K 1.16% 23
2024
Q2 		$4.95M Sell
24,453
-3,435
-12% -$672K 1.25% 21
2024
Q1 		$5.59M Sell
27,888
-97
-0.3% -$17.5K 1.47% 19
2023
Q4 		$4.76M Buy
27,985
+1,500
+6% +$227K 1.37% 21
2023
Q3 		$3.84M Buy
26,485
+105
+0.4% +$15.7K 1.25% 24
2023
Q2 		$3.84M Sell
26,380
-2,731
-9% -$376K 1.22% 23
2023
Q1 		$3.79M Sell
29,111
-1,010
-3% -$138K 1.29% 23
2022
Q4 		$4.04M Buy
30,121
+257
+0.9% +$32.6K 1.45% 21
2022
Q3 		$3.12M Buy
29,864
+7,431
+33% +$853K 1.24% 25
2022
Q2 		$2.53M Buy
22,433
+1,102
+5% +$137K 0.98% 31
2022
Q1 		$2.9M Buy
21,331
+2,334
+12% +$345K 1.02% 30
2021
Q4 		$3.02M Buy
+18,997
New +$3.12M 1.05% 27

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Long Run Wealth Advisors's JPM Position: Q4 2025 in Review

Long Run Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.2% in Q4 2025, buying an estimated $176K and bringing the position to 18,175 shares worth $5.86M. The position accounts for 1.1% of the portfolio, ranked #25.

Long Run Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Long Run Wealth Advisors held 18,175 shares of JPMorgan Chase worth $5.86M as of Q4 2025.
  • Long Run Wealth Advisors bought 567 JPMorgan Chase shares in Q4 2025, an estimated $176K.
  • JPMorgan Chase made up 1.1% of Long Run Wealth Advisors's portfolio in Q4 2025, its #25 holding.
  • Long Run Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.