Seed Wealth Management’s JPMorgan Chase JPM Stock Holding History

Seed Wealth 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 Q4	–	Sell	-975	Closed	-$307K	–	113
2025 Q3	$307K	Sell	975 -521	-35%	-$155K	0.21%	80
2025 Q2	$434K	Hold	1,496	–	–	0.32%	82
2025 Q1	$367K	Hold	1,496	–	–	0.3%	86
2024 Q4	$359K	Hold	1,496	–	–	0.29%	88
2024 Q3	$315K	Hold	1,496	–	–	0.25%	98
2024 Q2	$303K	Hold	1,496	–	–	0.26%	97
2024 Q1	$298K	Hold	1,496	–	–	0.28%	90
2023 Q4	$257K	Hold	1,496	–	–	0.26%	103
2023 Q3	$217K	Hold	1,496	–	–	0.24%	120
2023 Q2	$218K	Buy	+1,496	New	+$206K	0.23%	128
2023 Q1	–	Sell	-1,496	Closed	-$201K	–	134
2022 Q4	$201K	Buy	+1,496	New	+$190K	0.23%	128

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Seed Wealth Management's JPM Position: Q4 2025 in Review

Seed Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 975 shares — an estimated $307K sold.

Seed Wealth Management first reported a position in JPM in Q4 2022 and held it in 11 quarters. The position peaked at $434K in Q2 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Seed Wealth Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Seed Wealth Management sold 975 JPMorgan Chase shares in Q4 2025, an estimated $307K.
Seed Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and held it in 11 quarters.
Seed Wealth Management's JPMorgan Chase position peaked at $434K in Q2 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Seed Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.