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Ransom Advisory’s JPMorgan Chase JPM Stock Holding History

Ransom Advisory’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 		$10.1M Buy
31,306
+227
+0.7% +$70.3K 3.97% 5
2025
Q3 		$9.8M Sell
31,079
-885
-3% -$263K 4.42% 5
2025
Q2 		$9.27M Sell
31,964
-410
-1% -$105K 4.37% 5
2025
Q1 		$7.94M Buy
32,374
+215
+0.7% +$54.8K 3.92% 5
2024
Q4 		$7.71M Sell
32,159
-258
-0.8% -$60.1K 3.54% 5
2024
Q3 		$6.84M Sell
32,417
-725
-2% -$153K 3.19% 5
2024
Q2 		$6.7M Buy
33,142
+381
+1% +$74.5K 3.36% 5
2024
Q1 		$6.56M Buy
+32,761
New +$5.91M 3.5% 4

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

Ransom Advisory's JPM Position: Q4 2025 in Review

Ransom Advisory increased its JPMorgan Chase (JPM) stake by 0.73% in Q4 2025, buying an estimated $70.3K and bringing the position to 31,306 shares worth $10.1M. The position accounts for 3.97% of the portfolio, ranked #5.

Ransom Advisory first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Ransom Advisory held 31,306 shares of JPMorgan Chase worth $10.1M as of Q4 2025.
  • Ransom Advisory bought 227 JPMorgan Chase shares in Q4 2025, an estimated $70.3K.
  • JPMorgan Chase made up 3.97% of Ransom Advisory's portfolio in Q4 2025, its #5 holding.
  • Ransom Advisory first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.