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Northwest Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Northwest Financial Advisors’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
-1,446
Closed -$456K – 79
2025
Q3 		$456K Sell
1,446
-50
-3% -$14.9K 0.59% 50
2025
Q2 		$434K Sell
1,496
-4,080
-73% -$1.04M 0.61% 49
2025
Q1 		$1.37M Sell
5,576
-158
-3% -$40.3K 1.13% 23
2024
Q4 		$1.37M Buy
5,734
+481
+9% +$112K 1.13% 19
2024
Q3 		$1.11M Buy
5,253
+459
+10% +$96.7K 0.88% 21
2024
Q2 		$970K Sell
4,794
-58
-1% -$11.3K 0.99% 22
2024
Q1 		$972K Sell
4,852
-434
-8% -$78.3K 1.07% 22
2023
Q4 		$899K Buy
+5,286
New +$801K 0.76% 23

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northwest Financial Advisors's JPM Position: Q4 2025 in Review

Northwest Financial Advisors sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,446 shares — an estimated $456K sold.

Northwest Financial Advisors first reported a position in JPM in Q4 2023 and held it in 8 quarters. The position peaked at $1.37M in Q4 2024. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Northwest Financial Advisors reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,446 JPMorgan Chase shares in Q4 2025, an estimated $456K.
  • Northwest Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's JPMorgan Chase position peaked at $1.37M in Q4 2024.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

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