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Retireful LLC’s JPMorgan Chase JPM Stock Holding History

Retireful LLC’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
Q3 		– Sell
-1,115
Closed -$323K – 145
2025
Q2 		$323K Sell
1,115
-163
-13% -$41.6K 0.22% 109
2025
Q1 		$310K Sell
1,278
-95
-7% -$24.2K 0.29% 86
2024
Q4 		$329K Buy
+1,373
New +$320K 0.19% 106

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Retireful LLC's JPM Position: Q3 2025 in Review

Retireful LLC sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,115 shares — an estimated $323K sold.

Retireful LLC first reported a position in JPM in Q4 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2024. 4,761 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Retireful LLC reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 1,115 JPMorgan Chase shares in Q3 2025, an estimated $323K.
  • Retireful LLC first reported a position in JPMorgan Chase in Q4 2024 and held it in 3 quarters.
  • Retireful LLC's JPMorgan Chase position peaked at $329K in Q4 2024.
  • 4,761 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.