MPM
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MBB Public Markets’s JPMorgan Chase JPM Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-1,096
Closed -$318K – 273
2025
Q2 		$318K Sell
1,096
-245
-18% -$62.5K 0.03% 75
2025
Q1 		$329K Sell
1,341
-21,790
-94% -$5.56M 0.04% 121
2024
Q4 		$5.54M Sell
23,131
-18,399
-44% -$4.29M 0.51% 43
2024
Q3 		$8.76M Sell
41,530
-219,234
-84% -$46.2M 0.49% 47
2024
Q2 		$52.7M Buy
260,764
+175,698
+207% +$34.3M 1.07% 15
2024
Q1 		$17M Sell
85,066
-64,785
-43% -$11.7M 1.04% 23
2023
Q4 		$25.5M Sell
149,851
-56,017
-27% -$8.49M 1.57% 19
2023
Q3 		$29.9M Sell
205,868
-64,165
-24% -$9.62M 1.81% 18
2023
Q2 		$39.3M Sell
270,033
-5,234
-2% -$720K 2.06% 13
2023
Q1 		$35.9M Buy
275,267
+20,969
+8% +$2.87M 1.99% 16
2022
Q4 		$34.1M Buy
254,298
+46
+0% +$5.83K 0.92% 14
2022
Q3 		$26.6M Sell
254,252
-13,500
-5% -$1.55M 0.7% 16
2022
Q2 		$30.2M Buy
267,752
+93,671
+54% +$11.6M 0.71% 14
2022
Q1 		$23.7M Buy
174,081
+148,708
+586% +$22M 0.49% 14
2021
Q4 		$4.02M Buy
+25,373
New +$4.17M 0.08% 36

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MBB Public Markets's JPM Position: Q3 2025 in Review

MBB Public Markets sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,096 shares — an estimated $318K sold.

MBB Public Markets first reported a position in JPM in Q4 2021 and held it in 15 quarters. The position peaked at $52.7M in Q2 2024. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • MBB Public Markets reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 1,096 JPMorgan Chase shares in Q3 2025, an estimated $318K.
  • MBB Public Markets first reported a position in JPMorgan Chase in Q4 2021 and held it in 15 quarters.
  • MBB Public Markets's JPMorgan Chase position peaked at $52.7M in Q2 2024.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.