One Degree Advisors’s JPMorgan Chase JPM Stock Holding History

One Degree 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 Q3	–	Sell	-1,202	Closed	-$348K	–	74
2025 Q2	$348K	Buy	+1,202	New	+$307K	0.12%	57

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

One Degree Advisors's JPM Position: Q3 2025 in Review

One Degree Advisors sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,202 shares — an estimated $348K sold.

One Degree Advisors first reported a position in JPM in Q2 2025 and held it in 1 quarter. The position peaked at $348K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

One Degree Advisors reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
One Degree Advisors sold 1,202 JPMorgan Chase shares in Q3 2025, an estimated $348K.
One Degree Advisors first reported a position in JPMorgan Chase in Q2 2025 and held it in 1 quarter.
One Degree Advisors's JPMorgan Chase position peaked at $348K in Q2 2025.
4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on One Degree Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.