Permit Capital’s JPMorgan Chase JPM Stock Holding History

Permit Capital’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	-1,955	Closed	-$469K	–	26
2024 Q4	$469K	Hold	1,955	–	–	0.16%	26
2024 Q3	$412K	Hold	1,955	–	–	0.13%	27
2024 Q2	$395K	Sell	1,955 -670	-26%	-$131K	0.15%	26
2024 Q1	$526K	Hold	2,625	–	–	0.34%	23
2023 Q4	$447K	Buy	2,625 +375	+17%	+$56.8K	0.15%	23
2023 Q3	$326K	Hold	2,250	–	–	0.14%	22
2023 Q2	$327K	Hold	2,250	–	–	0.12%	22
2023 Q1	$293K	Sell	2,250 -250	-10%	-$34.3K	0.11%	20
2022 Q4	$335K	Hold	2,500	–	–	0.12%	23
2022 Q3	$261K	Hold	2,500	–	–	0.09%	24
2022 Q2	$282K	Sell	2,500 -342	-12%	-$42.4K	0.09%	24
2022 Q1	$387K	Sell	2,842 -172	-6%	-$25.4K	0.1%	24
2021 Q4	$477K	Sell	3,014 -141	-4%	-$23.2K	0.13%	21
2021 Q3	$516K	Sell	3,155 -435	-12%	-$68.2K	0.15%	21
2021 Q2	$558K	Sell	3,590 -645	-15%	-$101K	0.17%	19
2021 Q1	$623K	Hold	4,235	–	–	0.21%	17
2020 Q4	$538K	Hold	4,235	–	–	0.19%	19
2020 Q3	$408K	Hold	4,235	–	–	0.14%	19
2020 Q2	$398K	Hold	4,235	–	–	0.15%	19
2020 Q1	$381K	Buy	+4,235	New	+$515K	0.16%	21

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

Permit Capital's JPM Position: Q1 2025 in Review

Permit Capital sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,955 shares — an estimated $469K sold.

Permit Capital first reported a position in JPM in Q1 2020 and held it in 20 quarters. The position peaked at $623K in Q1 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Permit Capital reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Permit Capital sold 1,955 JPMorgan Chase shares in Q1 2025, an estimated $469K.
Permit Capital first reported a position in JPMorgan Chase in Q1 2020 and held it in 20 quarters.
Permit Capital's JPMorgan Chase position peaked at $623K in Q1 2021.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Permit Capital's 13F filing for Q1 2025, filed 14 May 2025.