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Semmax Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Semmax Financial 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
Q2 		$9.9M Sell
34,274
-2,233
-6% -$570K 2.55% 3
2025
Q1 		$9.24M Buy
36,507
+1,057
+3% +$269K 2.5% 2
2024
Q4 		$9.8M Sell
35,450
-998
-3% -$232K 2.61% 3
2024
Q3 		$8.73M Buy
36,448
+1,083
+3% +$228K 2.4% 4
2024
Q2 		$7.35M Buy
35,365
+2,135
+6% +$417K 2.21% 6
2024
Q1 		$6.6M Sell
33,230
-6,635
-17% -$1.2M 2.17% 6
2023
Q4 		$6.95M Sell
39,865
-5,119
-11% -$776K 2.53% 5
2023
Q3 		$6.56M Buy
+44,984
New +$6.74M 2.63% 4
2022
Q4 		$7.19M Buy
50,725
+248
+0.5% +$31.4K 2.87% 7
2022
Q3 		$6.63M Buy
50,477
+13,047
+35% +$1.5M 2.81% 8
2022
Q2 		$4.43M Buy
37,430
+33,161
+777% +$4.11M 1.81% 21
2022
Q1 		$582K Sell
4,269
-422
-9% -$62.3K 0.23% 83
2021
Q4 		$743K Sell
4,691
-1,233
-21% -$202K 0.27% 82
2021
Q3 		$970K Sell
5,924
-736
-11% -$115K 0.34% 79
2021
Q2 		$1.04M Buy
6,660
+731
+12% +$115K 0.33% 78
2021
Q1 		$903K Buy
5,929
+941
+19% +$135K 0.32% 83
2020
Q4 		$634K Sell
4,988
-33
-0.7% -$3.69K 0.26% 85
2020
Q3 		$483K Buy
5,021
+372
+8% +$36.5K 0.23% 85
2020
Q2 		$437K Buy
4,649
+667
+17% +$63.3K 0.23% 83
2020
Q1 		$358K Buy
3,982
+465
+13% +$56.5K 0.23% 81
2019
Q4 		$490K Buy
3,517
+369
+12% +$47.3K 0.27% 68
2019
Q3 		$371K Buy
3,148
+540
+21% +$61.1K 0.22% 74
2019
Q2 		$292K Buy
2,608
+957
+58% +$106K 0.19% 78
2019
Q1 		$167K Buy
1,651
+1,076
+187% +$111K 0.12% 138
2018
Q4 		$56K Buy
+575
New +$61.3K 0.04% 183

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

Semmax Financial Advisors's JPM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its JPMorgan Chase (JPM) stake by 6.1% in Q2 2025, selling an estimated $570K and leaving 34,274 shares worth $9.9M. The position accounts for 2.55% of the portfolio, ranked #3.

Semmax Financial Advisors first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Semmax Financial Advisors held 34,274 shares of JPMorgan Chase worth $9.9M as of Q2 2025.
  • Semmax Financial Advisors sold 2,233 JPMorgan Chase shares in Q2 2025, an estimated $570K.
  • JPMorgan Chase made up 2.55% of Semmax Financial Advisors's portfolio in Q2 2025, its #3 holding.
  • Semmax Financial Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.