Nearwater Capital Markets’s JPMorgan Chase JPM Stock Holding History

Nearwater Capital Markets’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	–	Sell	-170,000	Closed	-$53.6M	–	142
2025 Q3	$53.6M	Sell	170,000 -192,000	-53%	-$57.1M	0.72%	31
2025 Q2	$105M	Buy	362,000 +54,000	+18%	+$13.8M	1.68%	13
2025 Q1	$75.6M	Sell	308,000 -38,000	-11%	-$9.69M	2.15%	10
2024 Q4	$82.9M	Buy	+346,000	New	+$80.6M	2.37%	10

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nearwater Capital Markets's JPM Position: Q4 2025 in Review

Nearwater Capital Markets sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 170,000 shares — an estimated $53.6M sold.

Nearwater Capital Markets first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $105M in Q2 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Nearwater Capital Markets reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Nearwater Capital Markets sold 170,000 JPMorgan Chase shares in Q4 2025, an estimated $53.6M.
Nearwater Capital Markets first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
Nearwater Capital Markets's JPMorgan Chase position peaked at $105M in Q2 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.