Partners Capital Investment Group’s JPMorgan Chase JPM Stock Holding History

Partners Capital Investment Group’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 Q2	–	Sell	-40,093	Closed	-$9.83M	–	175
2025 Q1	$9.83M	Buy	40,093 +19,060	+91%	+$4.86M	0.17%	69
2024 Q4	$5.04M	Buy	+21,033	New	+$4.9M	0.14%	62
2024 Q1	–	Sell	-7,737	Closed	-$1.32M	–	198
2023 Q4	$1.32M	Buy	7,737 +2,385	+45%	+$361K	0.03%	135
2023 Q3	$776K	Buy	5,352 +1,645	+44%	+$247K	0.02%	152
2023 Q2	$539K	Buy	+3,707	New	+$510K	0.01%	165
2021 Q3	–	Sell	-13,825	Closed	-$2.15M	–	147
2021 Q2	$2.15M	Sell	13,825 -17,046	-55%	-$2.68M	0.1%	106
2021 Q1	$4.7M	Buy	30,871 +7,161	+30%	+$1.03M	0.21%	75
2020 Q4	$3.01M	Buy	23,710 +5,051	+27%	+$565K	0.17%	77
2020 Q3	$1.8M	Buy	18,659 +8,527	+84%	+$837K	0.11%	86
2020 Q2	$953K	Buy	+10,132	New	+$961K	0.05%	93

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

Partners Capital Investment Group's JPM Position: Q2 2025 in Review

Partners Capital Investment Group sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 40,093 shares — an estimated $9.83M sold.

Partners Capital Investment Group first reported a position in JPM in Q2 2020 and held it in 10 quarters. The position peaked at $9.83M in Q1 2025. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Partners Capital Investment Group reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Partners Capital Investment Group sold 40,093 JPMorgan Chase shares in Q2 2025, an estimated $9.83M.
Partners Capital Investment Group first reported a position in JPMorgan Chase in Q2 2020 and held it in 10 quarters.
Partners Capital Investment Group's JPMorgan Chase position peaked at $9.83M in Q1 2025.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.