RCM
JPM icon

Ridgepath Capital Management’s JPMorgan Chase JPM Stock Holding History

Ridgepath 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
Q3 		– Sell
-1,555
Closed -$451K – 49
2025
Q2 		$451K Buy
1,555
+8
+0.5% +$2.04K 0.21% 30
2025
Q1 		$380K Buy
1,547
+6
+0.4% +$1.53K 0.18% 34
2024
Q4 		$369K Hold
1,541
– – 0.17% 31
2024
Q3 		$325K Hold
1,541
– – 0.26% 30
2024
Q2 		$312K Hold
1,541
– – 0.31% 30
2024
Q1 		$309K Sell
1,541
-50
-3% -$9.02K 0.35% 30
2023
Q4 		$271K Buy
+1,591
New +$241K 0.52% 23

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

Ridgepath Capital Management's JPM Position: Q3 2025 in Review

Ridgepath Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,555 shares — an estimated $451K sold.

Ridgepath Capital Management first reported a position in JPM in Q4 2023 and held it in 7 quarters. The position peaked at $451K in Q2 2025. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Ridgepath Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Ridgepath Capital Management sold 1,555 JPMorgan Chase shares in Q3 2025, an estimated $451K.
  • Ridgepath Capital Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 7 quarters.
  • Ridgepath Capital Management's JPMorgan Chase position peaked at $451K in Q2 2025.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Ridgepath Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.