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Pandora Wealth’s JPMorgan Chase JPM Stock Holding History

Pandora Wealth’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 		$1.21M Sell
3,745
-804
-18% -$249K 0.73% 26
2025
Q3 		$1.43M Sell
4,549
-564
-11% -$168K 0.87% 22
2025
Q2 		$1.48M Sell
5,113
-74
-1% -$18.9K 0.91% 23
2025
Q1 		$1.27M Buy
+5,187
New +$1.32M 0.84% 24

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Pandora Wealth's JPM Position: Q4 2025 in Review

Pandora Wealth reduced its JPMorgan Chase (JPM) stake by 18% in Q4 2025, selling an estimated $249K and leaving 3,745 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #26.

Pandora Wealth first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q2 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Pandora Wealth held 3,745 shares of JPMorgan Chase worth $1.21M as of Q4 2025.
  • Pandora Wealth sold 804 JPMorgan Chase shares in Q4 2025, an estimated $249K.
  • JPMorgan Chase made up 0.73% of Pandora Wealth's portfolio in Q4 2025, its #26 holding.
  • Pandora Wealth first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's JPMorgan Chase position peaked at $1.48M in Q2 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.