M.D. Sass LLC’s JPMorgan Chase JPM Stock Holding History

M.D. Sass LLC’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 Q2	–	Sell	-108,585	Closed	-$26.6M	–	38
2025 Q1	$26.6M	Sell	108,585 -19,717	-15%	-$5.03M	2.34%	19
2024 Q4	$30.8M	Buy	+128,302	New	+$29.9M	2.31%	21
2014 Q2	–	Sell	-4,201	Closed	-$255K	–	56
2014 Q1	$255K	Sell	4,201 -839,308	-100%	-$48.5M	0.02%	51
2013 Q4	$49.3M	Buy	843,509 +154,959	+23%	+$8.49M	3.5%	11
2013 Q3	$35.6M	Buy	+688,550	New	+$36.9M	2.81%	22

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

M.D. Sass LLC's JPM Position: Q2 2025 in Review

M.D. Sass LLC sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 108,585 shares — an estimated $26.6M sold.

M.D. Sass LLC first reported a position in JPM in Q3 2013 and held it in 5 quarters. The position peaked at $49.3M in Q4 2013. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

M.D. Sass LLC reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
M.D. Sass LLC sold 108,585 JPMorgan Chase shares in Q2 2025, an estimated $26.6M.
M.D. Sass LLC first reported a position in JPMorgan Chase in Q3 2013 and held it in 5 quarters.
M.D. Sass LLC's JPMorgan Chase position peaked at $49.3M in Q4 2013.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on M.D. Sass LLC's 13F filing for Q2 2025, filed 13 Aug 2025.