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Philadelphia Financial Management of San Francisco’s JPMorgan Chase JPM Stock Holding History

Philadelphia Financial Management of San Francisco’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
-19,672
Closed -$5.7M – 77
2025
Q2 		$5.7M Buy
+19,672
New +$5.02M 0.67% 48

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 $1.66T 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

Philadelphia Financial Management of San Francisco's JPM Position: Q3 2025 in Review

Philadelphia Financial Management of San Francisco sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 19,672 shares — an estimated $5.7M sold.

Philadelphia Financial Management of San Francisco first reported a position in JPM in Q2 2025 and held it in 1 quarter. The position peaked at $5.7M in Q2 2025. 4,756 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 19,672 JPMorgan Chase shares in Q3 2025, an estimated $5.7M.
  • Philadelphia Financial Management of San Francisco first reported a position in JPMorgan Chase in Q2 2025 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's JPMorgan Chase position peaked at $5.7M in Q2 2025.
  • 4,756 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q3 2025, filed 14 Nov 2025.