Rodgers & Associates’s JPMorgan Chase JPM Stock Holding History

Rodgers & Associates’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 Q2	–	Sell	-848	Closed	-$208K	–	106
2025 Q1	$208K	Hold	848	–	–	0.03%	93
2024 Q4	$203K	Buy	+848	New	+$198K	0.02%	95

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

Rodgers & Associates's JPM Position: Q2 2025 in Review

Rodgers & Associates sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 848 shares — an estimated $208K sold.

Rodgers & Associates first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Rodgers & Associates reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Rodgers & Associates sold 848 JPMorgan Chase shares in Q2 2025, an estimated $208K.
Rodgers & Associates first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
Rodgers & Associates's JPMorgan Chase position peaked at $208K in Q1 2025.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Rodgers & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.