Nalls Sherbakoff Group’s JPMorgan Chase JPM Stock Holding History

Nalls Sherbakoff Group’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 Q4	$446K	Sell	1,383 -1,000	-42%	-$310K	0.32%	54
2025 Q3	$752K	Hold	2,383	–	–	0.51%	43
2025 Q2	$691K	Buy	2,383 +242	+11%	+$61.8K	0.5%	43
2025 Q1	$525K	Buy	+2,141	New	+$546K	0.43%	47
2023 Q4	$359K	Hold	2,108	–	–	0.32%	50
2023 Q3	$306K	Sell	2,108 -317	-13%	-$47.5K	0.3%	52
2023 Q2	$329K	Sell	2,425 -45	-2%	-$6.19K	0.32%	51
2023 Q1	$318K	Buy	+2,470	New	+$338K	0.32%	52
2018 Q4	$266K	Buy	+2,725	New	+$290K	0.43%	44

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

Nalls Sherbakoff Group's JPM Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its JPMorgan Chase (JPM) stake by 42% in Q4 2025, selling an estimated $310K and leaving 1,383 shares worth $446K. The position accounts for 0.32% of the portfolio, ranked #54.

Nalls Sherbakoff Group first reported a position in JPM in Q4 2018 and has held it in 9 quarters since. The position peaked at $752K in Q3 2025. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Nalls Sherbakoff Group held 1,383 shares of JPMorgan Chase worth $446K as of Q4 2025.
Nalls Sherbakoff Group sold 1,000 JPMorgan Chase shares in Q4 2025, an estimated $310K.
JPMorgan Chase made up 0.32% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #54 holding.
Nalls Sherbakoff Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's JPMorgan Chase position peaked at $752K in Q3 2025.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.