Old Mission Capital’s JPMorgan Chase JPM Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-937	Closed	-$225K	–	1102
2024 Q4	$225K	Buy	+937	New	+$218K	﹤0.01%	826
2020 Q3	–	Sell	-5,972	Closed	-$562K	–	516
2020 Q2	$562K	Buy	+5,972	New	+$567K	0.04%	259
2019 Q3	–	Sell	-2,532	Closed	-$283K	–	288
2019 Q2	$283K	Buy	+2,532	New	+$279K	0.04%	209
2018 Q3	–	Sell	-2,876	Closed	-$300K	–	307
2018 Q2	$300K	Buy	+2,876	New	+$315K	0.03%	172
2018 Q1	–	Sell	-27,200	Closed	-$2.91M	–	463
2017 Q4	$2.91M	Buy	+27,200	New	+$2.75M	0.19%	77
2017 Q3	–	Sell	-4,162	Closed	-$380K	–	384
2017 Q2	$380K	Buy	4,162 +1,662	+66%	+$143K	0.05%	192
2017 Q1	$220K	Buy	+2,500	New	+$221K	0.02%	301

Other funds holding JPM

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Mission Capital's JPM Position: Q1 2025 in Review

Old Mission Capital sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 937 shares — an estimated $225K sold.

Old Mission Capital first reported a position in JPM in Q1 2017 and held it in 7 quarters. The position peaked at $2.91M in Q4 2017. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Old Mission Capital reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 937 JPMorgan Chase shares in Q1 2025, an estimated $225K.
Old Mission Capital first reported a position in JPMorgan Chase in Q1 2017 and held it in 7 quarters.
Old Mission Capital's JPMorgan Chase position peaked at $2.91M in Q4 2017.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.