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Napatree Capital’s JPMorgan Chase JPM Stock Holding History

Napatree Capital’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 		$1.57M Buy
6,405
+138
+2% +$35.2K 0.88% 29
2024
Q4 		$1.5M Buy
6,267
+308
+5% +$71.7K 0.88% 29
2024
Q3 		$1.26M Buy
5,959
+310
+5% +$65.3K 0.88% 28
2024
Q2 		$1.14M Buy
5,649
+211
+4% +$41.3K 0.93% 28
2024
Q1 		$1.04M Buy
5,438
+120
+2% +$21.7K 1.01% 29
2023
Q4 		$905K Buy
+5,318
New +$806K 0.91% 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

Napatree Capital's JPM Position: Q1 2025 in Review

Napatree Capital increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2025, buying an estimated $35.2K and bringing the position to 6,405 shares worth $1.57M. The position accounts for 0.88% of the portfolio, ranked #29.

Napatree Capital first reported a position in JPM in Q4 2023 and has held it in 6 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Napatree Capital held 6,405 shares of JPMorgan Chase worth $1.57M as of Q1 2025.
  • Napatree Capital bought 138 JPMorgan Chase shares in Q1 2025, an estimated $35.2K.
  • JPMorgan Chase made up 0.88% of Napatree Capital's portfolio in Q1 2025, its #29 holding.
  • Napatree Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 6 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.