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Pineridge Advisors’s JPMorgan Chase JPM Stock Holding History

Pineridge 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 		$58.1K Sell
184
-62
-25% -$18.4K 0.02% 97
2025
Q2 		$71.4K Buy
246
+11
+5% +$2.81K 0.03% 91
2025
Q1 		$57.7K Sell
235
-663
-74% -$169K 0.02% 97
2024
Q4 		$215K Buy
898
+549
+157% +$128K 0.08% 48
2024
Q3 		$73.6K Sell
349
-71
-17% -$15K 0.03% 112
2024
Q2 		$84.9K Buy
420
+5
+1% +$978 0.03% 109
2024
Q1 		$83.1K Sell
415
-451
-52% -$81.4K 0.03% 101
2023
Q4 		$147K Buy
+866
New +$131K 0.05% 84

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

Pineridge Advisors's JPM Position: Q3 2025 in Review

Pineridge Advisors reduced its JPMorgan Chase (JPM) stake by 25% in Q3 2025, selling an estimated $18.4K and leaving 184 shares worth $58.1K. The position accounts for 0.02% of the portfolio, ranked #97.

Pineridge Advisors first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $215K in Q4 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Pineridge Advisors held 184 shares of JPMorgan Chase worth $58.1K as of Q3 2025.
  • Pineridge Advisors sold 62 JPMorgan Chase shares in Q3 2025, an estimated $18.4K.
  • JPMorgan Chase made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #97 holding.
  • Pineridge Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's JPMorgan Chase position peaked at $215K in Q4 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.