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Palo Alto Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Palo Alto Wealth 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 		$1.35M Buy
4,290
+180
+4% +$53.5K 0.39% 22
2025
Q2 		$1.19M Buy
4,110
+68
+2% +$17.4K 0.45% 21
2025
Q1 		$1.06M Buy
4,042
+494
+14% +$126K 0.41% 20
2024
Q4 		$851K Buy
3,548
+1,731
+95% +$403K 0.3% 21
2024
Q3 		$407K Sell
1,817
-178
-9% -$37.5K 0.17% 35
2024
Q2 		$403K Buy
1,995
+12
+0.6% +$2.35K 0.28% 29
2024
Q1 		$397K Hold
1,983
– – 0.28% 30
2023
Q4 		$337K Buy
1,983
+19
+1% +$2.88K 0.26% 34
2023
Q3 		$285K Hold
1,964
– – 0.24% 35
2023
Q2 		$286K Sell
1,964
-102
-5% -$14K 0.23% 35
2023
Q1 		$269K Sell
2,066
-143
-6% -$19.6K 0.22% 37
2022
Q4 		$296K Buy
+2,209
New +$280K 0.25% 36

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

Palo Alto Wealth Advisors's JPM Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its JPMorgan Chase (JPM) stake by 4.4% in Q3 2025, buying an estimated $53.5K and bringing the position to 4,290 shares worth $1.35M. The position accounts for 0.39% of the portfolio, ranked #22.

Palo Alto Wealth Advisors 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.

  • Palo Alto Wealth Advisors held 4,290 shares of JPMorgan Chase worth $1.35M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 180 JPMorgan Chase shares in Q3 2025, an estimated $53.5K.
  • JPMorgan Chase made up 0.39% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #22 holding.
  • Palo Alto Wealth Advisors 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 Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.