Rahlfs Capital’s JPMorgan Chase JPM Stock Holding History

Rahlfs 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 Q4	–	Sell	-738	Closed	-$233K	–	86
2025 Q3	$233K	Hold	738	–	–	0.18%	83
2025 Q2	$214K	Sell	738 -100	-12%	-$25.5K	0.2%	86
2025 Q1	$206K	Hold	838	–	–	0.21%	76
2024 Q4	$201K	Buy	+838	New	+$195K	0.2%	77

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

Rahlfs Capital's JPM Position: Q4 2025 in Review

Rahlfs Capital sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 738 shares — an estimated $233K sold.

Rahlfs Capital first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Rahlfs Capital reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Rahlfs Capital sold 738 JPMorgan Chase shares in Q4 2025, an estimated $233K.
Rahlfs Capital first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
Rahlfs Capital's JPMorgan Chase position peaked at $233K in Q3 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Rahlfs Capital's 13F filing for Q4 2025, filed 5 Feb 2026.