PWM
JPM icon

PBMares Wealth Management’s JPMorgan Chase JPM Stock Holding History

PBMares Wealth Management’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 		$1.85M Buy
5,861
+1
+0% +$297 0.3% 41
2025
Q2 		$1.7M Buy
5,860
+360
+7% +$91.9K 0.31% 42
2025
Q1 		$1.35M Sell
5,500
-1,760
-24% -$449K 0.27% 52
2024
Q4 		$1.74M Buy
7,260
+1
+0% +$233 0.36% 41
2024
Q3 		$1.53M Buy
7,259
+502
+7% +$106K 0.32% 44
2024
Q2 		$1.37M Buy
6,757
+132
+2% +$25.8K 0.34% 46
2024
Q1 		$1.33M Buy
6,625
+63
+1% +$11.4K 0.35% 49
2023
Q4 		$1.12M Buy
6,562
+932
+17% +$141K 0.34% 51
2023
Q3 		$816K Sell
5,630
-33
-0.6% -$4.95K 0.29% 62
2023
Q2 		$824K Buy
5,663
+6
+0.1% +$825 0.29% 63
2023
Q1 		$737K Buy
5,657
+50
+0.9% +$6.85K 0.27% 72
2022
Q4 		$752K Sell
5,607
-1,390
-20% -$176K 0.3% 62
2022
Q3 		$731K Buy
6,997
+861
+14% +$98.8K 0.32% 59
2022
Q2 		$691K Buy
6,136
+400
+7% +$49.6K 0.3% 62
2022
Q1 		$782K Sell
5,736
-325
-5% -$48K 0.48% 52
2021
Q4 		$960K Hold
6,061
– – 0.41% 50
2021
Q3 		$992K Hold
6,061
– – 0.47% 42
2021
Q2 		$943K Sell
6,061
-267
-4% -$41.9K 0.51% 47
2021
Q1 		$963K Buy
6,328
+1,426
+29% +$205K 0.79% 37
2020
Q4 		$623K Buy
4,902
+1
+0% +$112 0.72% 54
2020
Q3 		$472K Buy
4,901
+151
+3% +$14.8K 0.69% 53
2020
Q2 		$447K Hold
4,750
– – 0.67% 56
2020
Q1 		$428K Sell
4,750
-826
-15% -$100K 0.67% 51
2019
Q4 		$777K Buy
+5,576
New +$715K 0.93% 33

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

PBMares Wealth Management's JPM Position: Q3 2025 in Review

PBMares Wealth Management increased its JPMorgan Chase (JPM) stake by 0.02% in Q3 2025, buying an estimated $297 and bringing the position to 5,861 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #41.

PBMares Wealth Management first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • PBMares Wealth Management held 5,861 shares of JPMorgan Chase worth $1.85M as of Q3 2025.
  • PBMares Wealth Management bought 1 JPMorgan Chase share in Q3 2025, an estimated $297.
  • JPMorgan Chase made up 0.3% of PBMares Wealth Management's portfolio in Q3 2025, its #41 holding.
  • PBMares Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.