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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
2024
Q2 		– Sell
-3,000
Closed -$601K – 349
2024
Q1 		$601K Buy
+3,000
New +$541K 0.09% 162
2022
Q3 		– Sell
-5,000
Closed -$563K – 424
2022
Q2 		$563K Buy
+5,000
New +$619K 0.11% 178
2021
Q4 		– Sell
-3,000
Closed -$491K – 564
2021
Q3 		$491K Buy
+3,000
New +$470K 0.06% 258

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

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.