Ravenstone Capital Management’s JPMorgan Chase JPM Stock Holding History

Ravenstone Capital Management’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	–	Sell	-300	Closed	-$71.9K	–	109
2024 Q4	$71.9K	Buy	+300	New	+$69.9K	0.04%	59
2022 Q1	–	Sell	-93	Closed	-$14.7K	–	53
2021 Q4	$14.7K	Hold	93	–	–	0.01%	38
2021 Q3	$15.2K	Hold	93	–	–	0.01%	49
2021 Q2	$14.5K	Buy	+93	New	+$14.6K	0.01%	33

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

Ravenstone Capital Management's JPM Position: Q1 2025 in Review

Ravenstone Capital Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 300 shares — an estimated $71.9K sold.

Ravenstone Capital Management first reported a position in JPM in Q2 2021 and held it in 4 quarters. The position peaked at $71.9K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Ravenstone Capital Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Ravenstone Capital Management sold 300 JPMorgan Chase shares in Q1 2025, an estimated $71.9K.
Ravenstone Capital Management first reported a position in JPMorgan Chase in Q2 2021 and held it in 4 quarters.
Ravenstone Capital Management's JPMorgan Chase position peaked at $71.9K in Q4 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Ravenstone Capital Management's 13F filing for Q1 2025, filed 26 Jun 2026.