Northwest Capital Management’s JPMorgan Chase JPM Stock Holding History

Northwest Capital 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 Q4	$54.8K	Sell	170 -150	-47%	-$46.4K	0.24%	60
2025 Q3	$101K	Sell	320 -102	-24%	-$30.3K	0.11%	98
2025 Q2	$122K	Sell	422 -37	-8%	-$9.44K	0.07%	121
2025 Q1	$113K	Hold	459	–	–	0.05%	145
2024 Q4	$110K	Sell	459 -120	-21%	-$27.9K	0.05%	144
2024 Q3	$122K	Hold	579	–	–	0.04%	141
2024 Q2	$117K	Sell	579 -725	-56%	-$142K	0.04%	141
2024 Q1	$261K	Hold	1,304	–	–	0.08%	104
2023 Q4	$222K	Hold	1,304	–	–	0.07%	110
2023 Q3	$189K	Hold	1,304	–	–	0.07%	111
2023 Q2	$190K	Buy	+1,304	New	+$179K	0.08%	107

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

Northwest Capital Management's JPM Position: Q4 2025 in Review

Northwest Capital Management reduced its JPMorgan Chase (JPM) stake by 47% in Q4 2025, selling an estimated $46.4K and leaving 170 shares worth $54.8K. The position accounts for 0.24% of the portfolio, ranked #60.

Northwest Capital Management first reported a position in JPM in Q2 2023 and has held it in 11 quarters since. The position peaked at $261K in Q1 2024. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Northwest Capital Management held 170 shares of JPMorgan Chase worth $54.8K as of Q4 2025.
Northwest Capital Management sold 150 JPMorgan Chase shares in Q4 2025, an estimated $46.4K.
JPMorgan Chase made up 0.24% of Northwest Capital Management's portfolio in Q4 2025, its #60 holding.
Northwest Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 11 quarters since.
Northwest Capital Management's JPMorgan Chase position peaked at $261K in Q1 2024.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.