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PCA Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

PCA Investment Advisory Services’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
Q1 		– Sell
-6,402
Closed -$1.53M – 101
2024
Q4 		$1.53M Sell
6,402
-139
-2% -$32.4K 0.71% 27
2024
Q3 		$1.38M Buy
6,541
+164
+3% +$34.5K 0.65% 28
2024
Q2 		$1.29M Buy
6,377
+60
+0.9% +$11.7K 0.68% 27
2024
Q1 		$1.27M Buy
6,317
+95
+2% +$17.1K 0.71% 27
2023
Q4 		$1.06M Buy
6,222
+14
+0.2% +$2.12K 0.7% 28
2023
Q3 		$900K Buy
6,208
+5
+0.1% +$750 0.64% 33
2023
Q2 		$902K Sell
6,203
-82
-1% -$11.3K 0.54% 34
2023
Q1 		$819K Buy
+6,285
New +$861K 0.58% 36

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PCA Investment Advisory Services's JPM Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 6,402 shares — an estimated $1.53M sold.

PCA Investment Advisory Services first reported a position in JPM in Q1 2023 and held it in 8 quarters. The position peaked at $1.53M in Q4 2024. 4,673 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 6,402 JPMorgan Chase shares in Q1 2025, an estimated $1.53M.
  • PCA Investment Advisory Services first reported a position in JPMorgan Chase in Q1 2023 and held it in 8 quarters.
  • PCA Investment Advisory Services's JPMorgan Chase position peaked at $1.53M in Q4 2024.
  • 4,673 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.