Reflection Asset Management’s JPMorgan Chase JPM Stock Holding History

Reflection Asset 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 Q4	$1.06M	Buy	+3,287	New	+$1.02M	0.75%	41

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

Reflection Asset Management's JPM Position: Q4 2025 in Review

Reflection Asset Management opened a new position in JPMorgan Chase (JPM) in Q4 2025: 3,287 shares worth $1.06M. The stake represents 0.75% of the portfolio and ranks #41 among its holdings.

5,136 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Reflection Asset Management held 3,287 shares of JPMorgan Chase worth $1.06M as of Q4 2025.
JPMorgan Chase was a new Reflection Asset Management position in Q4 2025.
JPMorgan Chase made up 0.75% of Reflection Asset Management's portfolio in Q4 2025, its #41 holding.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.