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O'Brien Wealth Partners’s JPMorgan Chase JPM Stock Holding History

O'Brien Wealth 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 		$1.34M Buy
4,148
+3
+0.1% +$929 0.18% 33
2025
Q3 		$1.31M Buy
4,145
+2,953
+248% +$878K 0.18% 30
2025
Q2 		$346K Buy
1,192
+11
+0.9% +$2.81K 0.05% 42
2025
Q1 		$290K Buy
1,181
+280
+31% +$71.4K 0.05% 41
2024
Q4 		$216K Sell
901
-88
-9% -$20.5K 0.04% 46
2024
Q3 		$208K Sell
989
-28
-3% -$5.9K 0.04% 43
2024
Q2 		$206K Sell
1,017
-22
-2% -$4.3K 0.05% 41
2024
Q1 		$208K Sell
1,039
-127
-11% -$22.9K 0.05% 41
2023
Q4 		$198K Buy
1,166
+330
+39% +$50K 0.05% 42
2023
Q3 		$121K Buy
836
+18
+2% +$2.7K 0.03% 49
2023
Q2 		$119K Buy
818
+47
+6% +$6.46K 0.04% 50
2023
Q1 		$101K Sell
771
-135
-15% -$18.5K 0.03% 52
2022
Q4 		$121K Sell
906
-273
-23% -$34.6K 0.05% 54
2022
Q3 		$123K Sell
1,179
-29
-2% -$3.33K 0.05% 53
2022
Q2 		$136K Sell
1,208
-364
-23% -$45.1K 0.06% 58
2022
Q1 		$192K Buy
1,572
+668
+74% +$98.6K 0.08% 42
2021
Q4 		$141K Sell
904
-76
-8% -$12.5K 0.05% 47
2021
Q3 		$165K Sell
980
-585
-37% -$91.7K 0.06% 38
2021
Q2 		$243K Sell
1,565
-588
-27% -$92.3K 0.08% 38
2021
Q1 		$334K Buy
2,153
+95
+5% +$13.7K 0.11% 27
2020
Q4 		$280K Buy
+2,058
New +$230K 0.1% 29
2020
Q1 		– Sell
-1,833
Closed -$253K – 39
2019
Q4 		$253K Buy
+1,833
New +$235K 0.18% 35
2019
Q1 		– Sell
-1,119
Closed -$115K – 43
2018
Q4 		$115K Buy
1,119
+8
+0.7% +$852 0.08% 41
2018
Q3 		$125K Buy
1,111
+1,020
+1,121% +$116K 0.08% 50
2018
Q2 		$9K Sell
91
-1,060
-92% -$116K 0.01% 60
2018
Q1 		$127K Buy
+1,151
New +$130K 0.09% 40

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

O'Brien Wealth Partners's JPM Position: Q4 2025 in Review

O'Brien Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.07% in Q4 2025, buying an estimated $929 and bringing the position to 4,148 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #33.

O'Brien Wealth Partners first reported a position in JPM in Q1 2018 and has held it in 26 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • O'Brien Wealth Partners held 4,148 shares of JPMorgan Chase worth $1.34M as of Q4 2025.
  • O'Brien Wealth Partners bought 3 JPMorgan Chase shares in Q4 2025, an estimated $929.
  • JPMorgan Chase made up 0.18% of O'Brien Wealth Partners's portfolio in Q4 2025, its #33 holding.
  • O'Brien Wealth Partners first reported a position in JPMorgan Chase in Q1 2018 and has held it in 26 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.