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Seven Springs Wealth Group’s JPMorgan Chase JPM Stock Holding History

Seven Springs Wealth 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
Q2 		– Sell
-869
Closed -$213K – 87
2025
Q1 		$213K Buy
+869
New +$222K 0.08% 77
2021
Q4 		– Sell
-1,564
Closed -$256K – 70
2021
Q3 		$256K Hold
1,564
– – 0.13% 67
2021
Q2 		$243K Buy
1,564
+1,207
+338% +$190K 0.11% 70
2021
Q1 		$54K Sell
357
-33
-8% -$4.75K 0.03% 79
2020
Q4 		$50K Buy
390
+33
+9% +$3.69K 0.03% 80
2020
Q3 		$34K Hold
357
– – 0.02% 82
2020
Q2 		$34K Hold
357
– – 0.02% 77
2020
Q1 		$32K Hold
357
– – 0.02% 80
2019
Q4 		$50K Buy
+357
New +$45.8K 0.03% 95

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

Seven Springs Wealth Group's JPM Position: Q2 2025 in Review

Seven Springs Wealth Group sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 869 shares — an estimated $213K sold.

Seven Springs Wealth Group first reported a position in JPM in Q4 2019 and held it in 9 quarters. The position peaked at $256K in Q3 2021. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Seven Springs Wealth Group reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Seven Springs Wealth Group sold 869 JPMorgan Chase shares in Q2 2025, an estimated $213K.
  • Seven Springs Wealth Group first reported a position in JPMorgan Chase in Q4 2019 and held it in 9 quarters.
  • Seven Springs Wealth Group's JPMorgan Chase position peaked at $256K in Q3 2021.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Seven Springs Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.