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Sebold Capital Management’s JPMorgan Chase JPM Stock Holding History

Sebold Capital Management’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 		$308K Sell
1,063
-21
-2% -$5.36K 0.19% 60
2025
Q1 		$266K Sell
1,084
-205
-16% -$52.3K 0.17% 64
2024
Q4 		$309K Sell
1,289
-148
-10% -$34.5K 0.21% 52
2024
Q3 		$303K Buy
1,437
+11
+0.8% +$2.32K 0.2% 55
2024
Q2 		$288K Sell
1,426
-84
-6% -$16.4K 0.2% 52
2024
Q1 		$303K Buy
1,510
+25
+2% +$4.51K 0.2% 57
2023
Q4 		$253K Sell
1,485
-281
-16% -$42.6K 0.19% 60
2023
Q3 		$256K Buy
1,766
+32
+2% +$4.8K 0.21% 60
2023
Q2 		$252K Sell
1,734
-163
-9% -$22.4K 0.2% 60
2023
Q1 		$247K Buy
1,897
+59
+3% +$8.08K 0.2% 61
2022
Q4 		$246K Buy
+1,838
New +$233K 0.2% 59

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

Sebold Capital Management's JPM Position: Q2 2025 in Review

Sebold Capital Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2025, selling an estimated $5.36K and leaving 1,063 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #60.

Sebold Capital Management first reported a position in JPM in Q4 2022 and has held it in 11 quarters since. The position peaked at $309K in Q4 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Sebold Capital Management held 1,063 shares of JPMorgan Chase worth $308K as of Q2 2025.
  • Sebold Capital Management sold 21 JPMorgan Chase shares in Q2 2025, an estimated $5.36K.
  • JPMorgan Chase made up 0.19% of Sebold Capital Management's portfolio in Q2 2025, its #60 holding.
  • Sebold Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 11 quarters since.
  • Sebold Capital Management's JPMorgan Chase position peaked at $309K in Q4 2024.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.