Scholtz & Company’s JPMorgan Chase JPM Stock Holding History

Scholtz & Company’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	–	Sell	-1,191	Closed	-$285K	–	56
2024 Q4	$285K	Hold	1,191	–	–	0.14%	45
2024 Q3	$251K	Buy	+1,191	New	+$251K	0.12%	47
2018 Q2	–	Sell	-2,685	Closed	-$295K	–	59
2018 Q1	$295K	Buy	+2,685	New	+$304K	0.22%	52
2015 Q2	–	Sell	-4,920	Closed	-$298K	–	53
2015 Q1	$298K	Sell	4,920 -3,500	-42%	-$207K	0.29%	51
2014 Q4	$527K	Sell	8,420 -4,930	-37%	-$297K	0.54%	43
2014 Q3	$804K	Sell	13,350 -550	-4%	-$32.1K	0.79%	39
2014 Q2	$801K	Buy	+13,900	New	+$781K	0.76%	43

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

Scholtz & Company's JPM Position: Q1 2025 in Review

Scholtz & Company sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,191 shares — an estimated $285K sold.

Scholtz & Company first reported a position in JPM in Q2 2014 and held it in 7 quarters. The position peaked at $804K in Q3 2014. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Scholtz & Company reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Scholtz & Company sold 1,191 JPMorgan Chase shares in Q1 2025, an estimated $285K.
Scholtz & Company first reported a position in JPMorgan Chase in Q2 2014 and held it in 7 quarters.
Scholtz & Company's JPMorgan Chase position peaked at $804K in Q3 2014.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Scholtz & Company's 13F filing for Q1 2025, filed 15 May 2025.