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M. Kulyk & Associates’s JPMorgan Chase JPM Stock Holding History

M. Kulyk & Associates’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
-952
Closed -$228K – 104
2024
Q4 		$228K Buy
+952
New +$222K 0.05% 96
2022
Q2 		– Sell
-1,534
Closed -$209K – 99
2022
Q1 		$209K Sell
1,534
-211
-12% -$31.1K 0.06% 101
2021
Q4 		$276K Buy
1,745
+409
+31% +$67.2K 0.07% 83
2021
Q3 		$219K Buy
+1,336
New +$209K 0.07% 70
2021
Q2 		– Sell
-1,397
Closed -$213K – 68
2021
Q1 		$213K Buy
+1,397
New +$201K 0.08% 70

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

M. Kulyk & Associates's JPM Position: Q1 2025 in Review

M. Kulyk & Associates sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 952 shares — an estimated $228K sold.

M. Kulyk & Associates first reported a position in JPM in Q1 2021 and held it in 5 quarters. The position peaked at $276K in Q4 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • M. Kulyk & Associates reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • M. Kulyk & Associates sold 952 JPMorgan Chase shares in Q1 2025, an estimated $228K.
  • M. Kulyk & Associates first reported a position in JPMorgan Chase in Q1 2021 and held it in 5 quarters.
  • M. Kulyk & Associates's JPMorgan Chase position peaked at $276K in Q4 2021.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on M. Kulyk & Associates's 13F filing for Q1 2025, filed 6 May 2025.