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Safeguard Financial’s JPMorgan Chase JPM Stock Holding History

Safeguard Financial’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
Q1 		$1.01M Buy
4,107
+59
+1% +$15K 0.22% 38
2024
Q4 		$970K Buy
4,048
+29
+0.7% +$6.75K 0.21% 41
2024
Q3 		$848K Buy
4,019
+600
+18% +$126K 0.2% 45
2024
Q2 		$692K Buy
3,419
+2,046
+149% +$400K 0.19% 50
2024
Q1 		$275K Sell
1,373
-772
-36% -$139K 0.09% 69
2023
Q4 		$365K Buy
2,145
+488
+29% +$74K 0.14% 57
2023
Q3 		$240K Buy
1,657
+359
+28% +$53.8K 0.12% 60
2023
Q2 		$188K Buy
+1,298
New +$179K 0.09% 71
2022
Q2 		– Sell
-1,737
Closed -$237K – 50
2022
Q1 		$237K Buy
+1,737
New +$256K 0.35% 43

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

Safeguard Financial's JPM Position: Q1 2025 in Review

Safeguard Financial increased its JPMorgan Chase (JPM) stake by 1.5% in Q1 2025, buying an estimated $15K and bringing the position to 4,107 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #38.

Safeguard Financial first reported a position in JPM in Q1 2022 and has held it in 9 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Safeguard Financial held 4,107 shares of JPMorgan Chase worth $1.01M as of Q1 2025.
  • Safeguard Financial bought 59 JPMorgan Chase shares in Q1 2025, an estimated $15K.
  • JPMorgan Chase made up 0.22% of Safeguard Financial's portfolio in Q1 2025, its #38 holding.
  • Safeguard Financial first reported a position in JPMorgan Chase in Q1 2022 and has held it in 9 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.