Senator Investment Group’s JPMorgan Chase JPM Stock Holding History

Senator Investment Group’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	-175,000	Closed	-$55.2M	–	69
2025 Q3	$55.2M	Sell	175,000 -132,000	-43%	-$39.3M	2.04%	18
2025 Q2	$89M	Buy	+307,000	New	+$78.3M	3.44%	7
2021 Q2	–	Sell	-650,000	Closed	-$99M	–	131
2021 Q1	$99M	Buy	+650,000	New	+$93.5M	2.03%	14

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

Senator Investment Group's JPM Position: Q4 2025 in Review

Senator Investment Group sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 175,000 shares — an estimated $55.2M sold.

Senator Investment Group first reported a position in JPM in Q1 2021 and held it in 3 quarters. The position peaked at $99M in Q1 2021. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Senator Investment Group reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Senator Investment Group sold 175,000 JPMorgan Chase shares in Q4 2025, an estimated $55.2M.
Senator Investment Group first reported a position in JPMorgan Chase in Q1 2021 and held it in 3 quarters.
Senator Investment Group's JPMorgan Chase position peaked at $99M in Q1 2021.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Senator Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.