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Napa Wealth Management’s JPMorgan Chase JPM Stock Holding History

Napa Wealth 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
Q3 		– Sell
-9,332
Closed -$2.71M – 169
2025
Q2 		$2.71M Buy
+9,332
New +$2.38M 1.29% 23
2025
Q1 		– Sell
-4,250
Closed -$1.02M – 189
2024
Q4 		$1.02M Buy
+4,250
New +$990K 0.44% 62
2024
Q1 		– Sell
-33,641
Closed -$5.72M – 91
2023
Q4 		$5.72M Buy
+33,641
New +$5.1M 3.11% 4

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Napa Wealth Management's JPM Position: Q3 2025 in Review

Napa Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 9,332 shares — an estimated $2.71M sold.

Napa Wealth Management first reported a position in JPM in Q4 2023 and held it in 3 quarters. The position peaked at $5.72M in Q4 2023. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Napa Wealth Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 9,332 JPMorgan Chase shares in Q3 2025, an estimated $2.71M.
  • Napa Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 3 quarters.
  • Napa Wealth Management's JPMorgan Chase position peaked at $5.72M in Q4 2023.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.