OPPS
JPM icon

Obsidian Personal Planning Solutions’s JPMorgan Chase JPM Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$801K Buy
2,575
+35
+1% +$10.4K 0.28% 38
2025
Q2 		$736K Hold
2,540
– – 0.3% 36
2025
Q1 		$621K Hold
2,540
– – 0.28% 37
2024
Q4 		$679K Sell
2,540
-42
-2% -$9.78K 0.33% 32
2024
Q3 		$573K Sell
2,582
-3
-0.1% -$632 0.3% 32
2024
Q2 		$523K Buy
2,585
+33
+1% +$6.45K 0.32% 36
2024
Q1 		$489K Buy
2,552
+558
+28% +$101K 0.32% 38
2023
Q4 		$339K Hold
1,994
– – 0.26% 46
2023
Q3 		$289K Hold
1,994
– – 0.25% 53
2023
Q2 		$290K Sell
1,994
-60
-3% -$8.25K 0.36% 51
2023
Q1 		$268K Hold
2,054
– – 0.39% 40
2022
Q4 		$275K Buy
+2,054
New +$260K 0.44% 34

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Northern Trust
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Obsidian Personal Planning Solutions's JPM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its JPMorgan Chase (JPM) stake by 1.4% in Q3 2025, buying an estimated $10.4K and bringing the position to 2,575 shares worth $801K. The position accounts for 0.28% of the portfolio, ranked #38.

Obsidian Personal Planning Solutions first reported a position in JPM in Q4 2022 and has held it in 12 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,575 shares of JPMorgan Chase worth $801K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 35 JPMorgan Chase shares in Q3 2025, an estimated $10.4K.
  • JPMorgan Chase made up 0.28% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #38 holding.
  • Obsidian Personal Planning Solutions first reported a position in JPMorgan Chase in Q4 2022 and has held it in 12 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.