Shapiro Capital Management’s JPMorgan Chase JPM Stock Holding History

Shapiro 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 Q3	–	Sell	-2,000	Closed	-$580K	–	51
2025 Q2	$580K	Hold	2,000	–	–	0.03%	47
2025 Q1	$491K	Hold	2,000	–	–	0.02%	43
2024 Q4	$479K	Hold	2,000	–	–	0.02%	47
2024 Q3	$422K	Sell	2,000 -880	-31%	-$185K	0.01%	49
2024 Q2	$583K	Hold	2,880	–	–	0.02%	51
2024 Q1	$577K	Hold	2,880	–	–	0.02%	49
2023 Q4	$490K	Hold	2,880	–	–	0.01%	50
2023 Q3	$418K	Sell	2,880 -1,000	-26%	-$150K	0.01%	57
2023 Q2	$564K	Hold	3,880	–	–	0.01%	50
2023 Q1	$506K	Hold	3,880	–	–	0.01%	50
2022 Q4	$520K	Hold	3,880	–	–	0.01%	50
2022 Q3	$405K	Sell	3,880 -1,000	-20%	-$115K	0.01%	57
2022 Q2	$550K	Buy	4,880 +2,000	+69%	+$248K	0.01%	50
2022 Q1	$393K	Buy	+2,880	New	+$425K	0.01%	67
2021 Q1	–	Sell	-2,380	Closed	-$302K	–	90
2020 Q4	$302K	Sell	2,380 -3,500	-60%	-$391K	0.01%	71
2020 Q3	$566K	Buy	+5,880	New	+$577K	0.02%	54
2019 Q4	–	Sell	-5,880	Closed	-$692K	–	79
2019 Q3	$692K	Buy	+5,880	New	+$665K	0.02%	54
2019 Q2	–	Sell	-8,380	Closed	-$848K	–	78
2019 Q1	$848K	Sell	8,380 -8,200	-49%	-$845K	0.02%	51
2018 Q4	$1.62M	Buy	+16,580	New	+$1.77M	0.04%	43

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Shapiro Capital Management's JPM Position: Q3 2025 in Review

Shapiro Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 2,000 shares — an estimated $580K sold.

Shapiro Capital Management first reported a position in JPM in Q4 2018 and held it in 19 quarters. The position peaked at $1.62M in Q4 2018. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Shapiro Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Shapiro Capital Management sold 2,000 JPMorgan Chase shares in Q3 2025, an estimated $580K.
Shapiro Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 19 quarters.
Shapiro Capital Management's JPMorgan Chase position peaked at $1.62M in Q4 2018.
4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Shapiro Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.