Ninepoint Partners’s JPMorgan Chase JPM Stock Holding History

Ninepoint Partners’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	$842K	Sell	2,613 -513	-16%	-$159K	0.1%	83
2025 Q3	$986K	Sell	3,126 -820	-21%	-$244K	0.14%	77
2025 Q2	$1.14M	Buy	3,946 +88	+2%	+$22.5K	0.22%	59
2025 Q1	$946K	Sell	3,858 -192	-5%	-$48.9K	0.17%	64
2024 Q4	$971K	Buy	4,050 +131	+3%	+$30.5K	0.15%	68
2024 Q3	$826K	Buy	3,919 +3,420	+685%	+$720K	0.11%	63
2024 Q2	$101K	Buy	+499	New	+$97.6K	0.01%	100
2023 Q3	–	Sell	-4,324	Closed	-$629K	–	96
2023 Q2	$629K	Sell	4,324 -397	-8%	-$54.6K	0.08%	60
2023 Q1	$615K	Buy	4,721 +837	+22%	+$115K	0.08%	50
2022 Q4	$521K	Buy	+3,884	New	+$492K	0.07%	39
2019 Q1	–	Sell	-9,651	Closed	-$942K	–	100
2018 Q4	$942K	Sell	9,651 -2,154	-18%	-$229K	0.58%	31
2018 Q3	$1.33M	Sell	11,805 -700	-6%	-$79.5K	0.4%	42
2018 Q2	$1.3M	Sell	12,505 -1,500	-11%	-$165K	0.37%	44
2018 Q1	$1.54M	Buy	14,005 +1,500	+12%	+$170K	0.36%	50
2017 Q4	$1.34M	Sell	12,505 -3,900	-24%	-$395K	0.23%	67
2017 Q3	$1.57M	Buy	+16,405	New	+$1.51M	0.24%	75

Other funds holding JPM

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

BlackRock New York $5.7T 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

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 Oslo, Norway $935B AUM

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