PFG Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

PFG Private 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 Q4	–	Sell	-1,340	Closed	-$423K	–	114
2025 Q3	$423K	Buy	+1,340	New	+$399K	0.19%	74
2025 Q2	–	Sell	-125	Closed	-$30.7K	–	153
2025 Q1	$30.7K	Buy	125 +87	+229%	+$22.2K	0.02%	105
2024 Q4	$9.11K	Hold	38	–	–	0.01%	138
2024 Q3	$8.01K	Hold	38	–	–	﹤0.01%	146
2024 Q2	$7.69K	Sell	38 -30	-44%	-$5.87K	﹤0.01%	146
2024 Q1	$13.6K	Hold	68	–	–	0.01%	124
2023 Q4	$11.6K	Sell	68 -194	-74%	-$29.4K	0.01%	124
2023 Q3	$38K	Sell	262 -606	-70%	-$90.8K	0.03%	103
2023 Q2	$126K	Sell	868 -356	-29%	-$49K	0.07%	80
2023 Q1	$159K	Sell	1,224 -1,388	-53%	-$190K	0.1%	61
2022 Q4	$350K	Buy	2,612 +20	+0.8%	+$2.53K	0.22%	29
2022 Q3	$271K	Buy	2,592 +182	+8%	+$20.9K	0.18%	36
2022 Q2	$271K	Buy	2,410 +1,456	+153%	+$180K	0.15%	40
2022 Q1	$130K	Buy	954 +863	+948%	+$127K	0.07%	76
2021 Q4	$14K	Sell	91 -267	-75%	-$43.8K	0.01%	188
2021 Q3	$59K	Buy	+358	New	+$56.1K	0.03%	141

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PFG Private Wealth Management's JPM Position: Q4 2025 in Review

PFG Private Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,340 shares — an estimated $423K sold.

PFG Private Wealth Management first reported a position in JPM in Q3 2021 and held it in 16 quarters. The position peaked at $423K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

PFG Private Wealth Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 1,340 JPMorgan Chase shares in Q4 2025, an estimated $423K.
PFG Private Wealth Management first reported a position in JPMorgan Chase in Q3 2021 and held it in 16 quarters.
PFG Private Wealth Management's JPMorgan Chase position peaked at $423K in Q3 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.