ORG Partners’s JPMorgan Chase JPM Stock Holding History

ORG 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	$1.33M	Buy	4,117 +499	+14%	+$154K	0.23%	95
2025 Q3	$1.14M	Buy	3,618 +138	+4%	+$41K	0.21%	102
2025 Q2	$1.01M	Sell	3,480 -45	-1%	-$11.5K	0.22%	97
2025 Q1	$859K	Sell	3,525 -10,251	-74%	-$2.61M	0.21%	89
2024 Q4	$3.31M	Buy	13,776 +1,929	+16%	+$449K	0.45%	48
2024 Q3	$2.5M	Sell	11,847 -2,051	-15%	-$432K	0.4%	48
2024 Q2	$2.86M	Buy	13,898 +12,680	+1,041%	+$2.48M	0.36%	55
2024 Q1	$243K	Sell	1,218 -13,800	-92%	-$2.49M	0.46%	37
2023 Q4	$2.56M	Buy	15,018 +3,311	+28%	+$502K	0.43%	50
2023 Q3	$1.7M	Sell	11,707 -274	-2%	-$41.1K	0.5%	37
2023 Q2	$1.75M	Buy	11,981 +1,552	+15%	+$213K	0.28%	68
2023 Q1	$1.36M	Buy	+10,429	New	+$1.43M	0.33%	58

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ORG Partners's JPM Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Chase (JPM) stake by 14% in Q4 2025, buying an estimated $154K and bringing the position to 4,117 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #95.

ORG Partners first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.31M in Q4 2024. 5,142 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

ORG Partners held 4,117 shares of JPMorgan Chase worth $1.33M as of Q4 2025.
ORG Partners bought 499 JPMorgan Chase shares in Q4 2025, an estimated $154K.
JPMorgan Chase made up 0.23% of ORG Partners's portfolio in Q4 2025, its #95 holding.
ORG Partners first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
ORG Partners's JPMorgan Chase position peaked at $3.31M in Q4 2024.
5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.