Shay Capital’s JPMorgan Chase JPM Stock Holding History

Shay Capital’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 Q1	–	Sell	-1,000	Closed	-$240K	–	381
2024 Q4	$240K	Buy	+1,000	New	+$233K	0.04%	241
2024 Q3	–	Sell	-1,000	Closed	-$202K	–	381
2024 Q2	$202K	Buy	+1,000	New	+$196K	0.03%	220
2023 Q4	–	Sell	-2,400	Closed	-$348K	–	345
2023 Q3	$348K	Sell	2,400 -8,650	-78%	-$1.3M	0.05%	197
2023 Q2	$1.61M	Sell	11,050 -1,050	-9%	-$144K	0.22%	66
2023 Q1	$1.58M	Buy	+12,100	New	+$1.66M	0.31%	58
2022 Q4	–	Sell	-2,000	Closed	-$209K	–	346
2022 Q3	$209K	Buy	+2,000	New	+$230K	0.05%	249
2021 Q1	–	Sell	-1,900	Closed	-$241K	–	520
2020 Q4	$241K	Buy	+1,900	New	+$212K	0.05%	218

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shay Capital's JPM Position: Q1 2025 in Review

Shay Capital sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,000 shares — an estimated $240K sold.

Shay Capital first reported a position in JPM in Q4 2020 and held it in 7 quarters. The position peaked at $1.61M in Q2 2023. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Shay Capital reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Shay Capital sold 1,000 JPMorgan Chase shares in Q1 2025, an estimated $240K.
Shay Capital first reported a position in JPMorgan Chase in Q4 2020 and held it in 7 quarters.
Shay Capital's JPMorgan Chase position peaked at $1.61M in Q2 2023.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Shay Capital's 13F filing for Q1 2025, filed 15 May 2025.