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Running Point Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Running Point Capital Advisors’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 		$307K Buy
952
+158
+20% +$48.9K 0.08% 112
2025
Q3 		$251K Buy
794
+48
+6% +$14.3K 0.07% 114
2025
Q2 		$216K Buy
+746
New +$190K 0.06% 114

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Running Point Capital Advisors's JPM Position: Q4 2025 in Review

Running Point Capital Advisors increased its JPMorgan Chase (JPM) stake by 20% in Q4 2025, buying an estimated $48.9K and bringing the position to 952 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #112.

Running Point Capital Advisors first reported a position in JPM in Q2 2025 and has held it in 3 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Running Point Capital Advisors held 952 shares of JPMorgan Chase worth $307K as of Q4 2025.
  • Running Point Capital Advisors bought 158 JPMorgan Chase shares in Q4 2025, an estimated $48.9K.
  • JPMorgan Chase made up 0.08% of Running Point Capital Advisors's portfolio in Q4 2025, its #112 holding.
  • Running Point Capital Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 3 quarters since.
  • 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.