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Proquility Private Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Proquility Private Wealth Partners’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 		$4.21M Sell
17,154
-2,526
-13% -$644K 1.3% 26
2024
Q4 		$4.72M Buy
19,680
+14
+0.1% +$3.26K 1.52% 22
2024
Q3 		$4.15M Sell
19,666
-960
-5% -$202K 1.33% 23
2024
Q2 		$4.17M Sell
20,626
-707
-3% -$138K 1.42% 20
2024
Q1 		$4.27M Sell
21,333
-2,538
-11% -$458K 1.46% 21
2023
Q4 		$4.06M Sell
23,871
-1,140
-5% -$173K 1.54% 21
2023
Q3 		$3.63M Sell
25,011
-171
-0.7% -$25.6K 1.49% 21
2023
Q2 		$3.66M Sell
25,182
-162
-0.6% -$22.3K 1.43% 22
2023
Q1 		$3.3M Buy
25,344
+3,072
+14% +$421K 1.31% 24
2022
Q4 		$2.99M Sell
22,272
-587
-3% -$74.4K 1.23% 26
2022
Q3 		$2.39M Buy
22,859
+1,263
+6% +$145K 1.1% 30
2022
Q2 		$2.43M Buy
21,596
+81
+0.4% +$10K 1.04% 32
2022
Q1 		$2.54M Buy
21,515
+302
+1% +$44.6K 1.06% 32
2021
Q4 		$3.31M Sell
21,213
-896
-4% -$147K 1.17% 25
2021
Q3 		$3.62M Buy
22,109
+581
+3% +$91.1K 1.37% 21
2021
Q2 		$3.35M Buy
21,528
+439
+2% +$68.9K 1.26% 25
2021
Q1 		$3.21M Sell
21,089
-903
-4% -$130K 1.28% 25
2020
Q4 		$2.79M Buy
+21,992
New +$2.46M 1.28% 23

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Proquility Private Wealth Partners's JPM Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2025, selling an estimated $644K and leaving 17,154 shares worth $4.21M. The position accounts for 1.3% of the portfolio, ranked #26.

Proquility Private Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Proquility Private Wealth Partners held 17,154 shares of JPMorgan Chase worth $4.21M as of Q1 2025.
  • Proquility Private Wealth Partners sold 2,526 JPMorgan Chase shares in Q1 2025, an estimated $644K.
  • JPMorgan Chase made up 1.3% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #26 holding.
  • Proquility Private Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's JPMorgan Chase position peaked at $4.72M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.