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Ridgewood Investments’s JPMorgan Chase JPM Stock Holding History

Ridgewood Investments’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
-453
Closed -$131K – 454
2025
Q2 		$131K Hold
453
– – 0.06% 232
2025
Q1 		$111K Buy
453
+22
+5% +$5.61K 0.05% 237
2024
Q4 		$103K Hold
431
– – 0.05% 233
2024
Q3 		$91K Sell
431
-2
-0.5% -$421 0.05% 244
2024
Q2 		$87.6K Buy
+433
New +$84.7K 0.04% 253
2023
Q3 		– Sell
-719
Closed -$105K – 483
2023
Q2 		$105K Sell
719
-542
-43% -$74.5K 0.06% 235
2023
Q1 		$164K Sell
1,261
-813
-39% -$111K 0.1% 198
2022
Q4 		$278K Sell
2,074
-146
-7% -$18.5K 0.2% 152
2022
Q3 		$232K Buy
2,220
+249
+13% +$28.6K 0.19% 149
2022
Q2 		$222K Buy
+1,971
New +$244K 0.17% 158

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ridgewood Investments's JPM Position: Q3 2025 in Review

Ridgewood Investments sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 453 shares — an estimated $131K sold.

Ridgewood Investments first reported a position in JPM in Q2 2022 and held it in 10 quarters. The position peaked at $278K in Q4 2022. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Ridgewood Investments reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 453 JPMorgan Chase shares in Q3 2025, an estimated $131K.
  • Ridgewood Investments first reported a position in JPMorgan Chase in Q2 2022 and held it in 10 quarters.
  • Ridgewood Investments's JPMorgan Chase position peaked at $278K in Q4 2022.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.