Montag & Caldwell’s JPMorgan Chase JPM Stock Holding History

Montag & Caldwell’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	$87K	Hold	300	–	–	0.02%	95
2025 Q1	$73.6K	Hold	300	–	–	0.02%	95
2024 Q4	$71.9K	Buy	+300	New	+$69.9K	0.02%	102

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

Montag & Caldwell's JPM Position: Q2 2025 in Review

Montag & Caldwell held its JPMorgan Chase (JPM) position steady in Q2 2025 at 300 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #95.

Montag & Caldwell first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Montag & Caldwell held 300 shares of JPMorgan Chase worth $87K as of Q2 2025.
Montag & Caldwell left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.02% of Montag & Caldwell's portfolio in Q2 2025, its #95 holding.
Montag & Caldwell first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.