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PCG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

PCG 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 		– Sell
-715
Closed -$207K – 152
2025
Q2 		$207K Sell
715
-209
-23% -$53.3K 0.11% 87
2025
Q1 		$227K Sell
924
-209
-18% -$53.3K 0.08% 121
2024
Q4 		$272K Hold
1,133
– – 0.1% 105
2024
Q3 		$239K Buy
+1,133
New +$239K 0.09% 109

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

PCG Wealth Advisors's JPM Position: Q3 2025 in Review

PCG Wealth Advisors sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 715 shares — an estimated $207K sold.

PCG Wealth Advisors first reported a position in JPM in Q3 2024 and held it in 4 quarters. The position peaked at $272K in Q4 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • PCG Wealth Advisors reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 715 JPMorgan Chase shares in Q3 2025, an estimated $207K.
  • PCG Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and held it in 4 quarters.
  • PCG Wealth Advisors's JPMorgan Chase position peaked at $272K in Q4 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on PCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.