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Monterey Private Wealth’s JPMorgan Chase JPM Stock Holding History

Monterey Private Wealth’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 		$2.29M Sell
9,319
-225
-2% -$57.4K 0.67% 25
2024
Q4 		$2.29M Buy
9,544
+1,605
+20% +$374K 0.75% 24
2024
Q3 		$1.67M Sell
7,939
-439
-5% -$92.5K 0.57% 29
2024
Q2 		$1.69M Buy
8,378
+837
+11% +$164K 0.63% 30
2024
Q1 		$1.51M Buy
7,541
+43
+0.6% +$7.76K 0.61% 29
2023
Q4 		$1.28M Sell
7,498
-134
-2% -$20.3K 0.58% 28
2023
Q3 		$1.11M Sell
7,632
-700
-8% -$105K 0.56% 29
2023
Q2 		$1.21M Buy
8,332
+5
+0.1% +$688 0.59% 29
2023
Q1 		$1.09M Buy
8,327
+91
+1% +$12.5K 0.56% 29
2022
Q4 		$1.1M Buy
8,236
+4,463
+118% +$565K 0.6% 28
2022
Q3 		$401K Sell
3,773
-547
-13% -$62.8K 0.24% 56
2022
Q2 		$487K Sell
4,320
-135
-3% -$16.7K 0.28% 49
2022
Q1 		$626K Buy
4,455
+401
+10% +$59.2K 0.3% 50
2021
Q4 		$642K Sell
4,054
-579
-12% -$95.1K 0.32% 51
2021
Q3 		$781K Sell
4,633
-87
-2% -$13.6K 0.44% 37
2021
Q2 		$734K Buy
4,720
+486
+11% +$76.3K 0.42% 37
2021
Q1 		$637K Sell
4,234
-107
-2% -$15.4K 0.35% 38
2020
Q4 		$552K Sell
4,341
-416
-9% -$46.5K 0.32% 42
2020
Q3 		$458K Buy
4,757
+428
+10% +$42K 0.29% 45
2020
Q2 		$407K Buy
4,329
+600
+16% +$56.9K 0.29% 47
2020
Q1 		$336K Sell
3,729
-429
-10% -$52.1K 0.29% 43
2019
Q4 		$580K Buy
+4,158
New +$533K 0.47% 33

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

Monterey Private Wealth's JPM Position: Q1 2025 in Review

Monterey Private Wealth reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2025, selling an estimated $57.4K and leaving 9,319 shares worth $2.29M. The position accounts for 0.67% of the portfolio, ranked #25.

Monterey Private Wealth first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.29M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Monterey Private Wealth held 9,319 shares of JPMorgan Chase worth $2.29M as of Q1 2025.
  • Monterey Private Wealth sold 225 JPMorgan Chase shares in Q1 2025, an estimated $57.4K.
  • JPMorgan Chase made up 0.67% of Monterey Private Wealth's portfolio in Q1 2025, its #25 holding.
  • Monterey Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's JPMorgan Chase position peaked at $2.29M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.