Quantessence Capital’s JPMorgan Chase JPM Stock Holding History

Quantessence 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 Q2	–	Sell	-5,425	Closed	-$1.33M	–	315
2025 Q1	$1.33M	Sell	5,425 -6,480	-54%	-$1.65M	0.33%	68
2024 Q4	$2.85M	Buy	+11,905	New	+$2.77M	1.17%	20

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

Quantessence Capital's JPM Position: Q2 2025 in Review

Quantessence Capital sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 5,425 shares — an estimated $1.33M sold.

Quantessence Capital first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $2.85M in Q4 2024. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Quantessence Capital reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Quantessence Capital sold 5,425 JPMorgan Chase shares in Q2 2025, an estimated $1.33M.
Quantessence Capital first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
Quantessence Capital's JPMorgan Chase position peaked at $2.85M in Q4 2024.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Quantessence Capital's 13F filing for Q2 2025, filed 14 Aug 2025.