Maxi Investments CY’s JPMorgan Chase JPM Stock Holding History

Maxi Investments CY’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	-4,091	Closed	-$981K	–	149
2024 Q4	$981K	Buy	+4,091	New	+$953K	0.19%	89

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Maxi Investments CY's JPM Position: Q1 2025 in Review

Maxi Investments CY sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 4,091 shares — an estimated $981K sold.

Maxi Investments CY first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $981K in Q4 2024. 4,675 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Maxi Investments CY reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Maxi Investments CY sold 4,091 JPMorgan Chase shares in Q1 2025, an estimated $981K.
Maxi Investments CY first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
Maxi Investments CY's JPMorgan Chase position peaked at $981K in Q4 2024.
4,675 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.