MQS Management’s JPMorgan Chase JPM Stock Holding History

MQS Management’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	–	Sell	-2,331	Closed	-$572K	–	561
2025 Q1	$572K	Buy	+2,331	New	+$594K	0.33%	91
2024 Q1	–	Sell	-3,592	Closed	-$611K	–	576
2023 Q4	$611K	Buy	+3,592	New	+$544K	0.34%	77
2023 Q3	–	Sell	-3,843	Closed	-$559K	–	531
2023 Q2	$559K	Buy	3,843 +1,905	+98%	+$262K	0.38%	63
2023 Q1	$253K	Buy	+1,938	New	+$266K	0.16%	278
2022 Q3	–	Sell	-7,423	Closed	-$836K	–	507
2022 Q2	$836K	Buy	+7,423	New	+$920K	0.57%	18

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

MQS Management's JPM Position: Q2 2025 in Review

MQS Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 2,331 shares — an estimated $572K sold.

MQS Management first reported a position in JPM in Q2 2022 and held it in 5 quarters. The position peaked at $836K in Q2 2022. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

MQS Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
MQS Management sold 2,331 JPMorgan Chase shares in Q2 2025, an estimated $572K.
MQS Management first reported a position in JPMorgan Chase in Q2 2022 and held it in 5 quarters.
MQS Management's JPMorgan Chase position peaked at $836K in Q2 2022.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on MQS Management's 13F filing for Q2 2025, filed 31 Jul 2025.