Schechter Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Schechter Investment 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 Q1	$8.88M	Sell	36,181 -6,171	-15%	-$1.57M	0.73%	25
2024 Q4	$10.2M	Sell	42,352 -2,164	-5%	-$504K	0.78%	24
2024 Q3	$9.39M	Sell	44,516 -571	-1%	-$120K	0.69%	29
2024 Q2	$9.12M	Sell	45,087 -388	-0.9%	-$75.9K	0.69%	31
2024 Q1	$9.11M	Sell	45,475 -62	-0.1%	-$11.2K	0.68%	31
2023 Q4	$7.75M	Buy	45,537 +26	+0.1%	+$3.94K	0.67%	32
2023 Q3	$6.6M	Buy	45,511 +654	+1%	+$98K	0.64%	29
2023 Q2	$6.52M	Buy	44,857 +763	+2%	+$105K	0.59%	30
2023 Q1	$5.75M	Buy	44,094 +524	+1%	+$71.8K	0.53%	32
2022 Q4	$5.84M	Buy	43,570 +1,215	+3%	+$154K	0.53%	24
2022 Q3	$4.43M	Buy	42,355 +3,700	+10%	+$425K	0.44%	27
2022 Q2	$4.35M	Buy	38,655 +4,146	+12%	+$514K	0.42%	31
2022 Q1	$4.7M	Sell	34,509 -6,199	-15%	-$915K	0.44%	32
2021 Q4	$6.45M	Buy	+40,708	New	+$6.69M	0.58%	21

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

Schechter Investment Advisors's JPM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2025, selling an estimated $1.57M and leaving 36,181 shares worth $8.88M. The position accounts for 0.73% of the portfolio, ranked #25.

Schechter Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Schechter Investment Advisors held 36,181 shares of JPMorgan Chase worth $8.88M as of Q1 2025.
Schechter Investment Advisors sold 6,171 JPMorgan Chase shares in Q1 2025, an estimated $1.57M.
JPMorgan Chase made up 0.73% of Schechter Investment Advisors's portfolio in Q1 2025, its #25 holding.
Schechter Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's JPMorgan Chase position peaked at $10.2M in Q4 2024.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.