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Sheaff Brock Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Sheaff Brock Investment Advisors’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 		$7.67M Sell
31,252
-266
-0.8% -$67.8K 0.7% 41
2024
Q4 		$7.56M Sell
31,518
-1,909
-6% -$445K 0.66% 43
2024
Q3 		$7.05M Buy
33,427
+1,381
+4% +$291K 0.62% 46
2024
Q2 		$6.48M Sell
32,046
-4,185
-12% -$818K 0.6% 44
2024
Q1 		$7.26M Sell
36,231
-44,675
-55% -$8.06M 0.46% 44
2023
Q4 		$13.8M Buy
80,906
+5,378
+7% +$815K 1.06% 10
2023
Q3 		$11M Sell
75,528
-699
-0.9% -$105K 0.99% 14
2023
Q2 		$11.1M Sell
76,227
-28,025
-27% -$3.85M 0.93% 17
2023
Q1 		$13.6M Buy
104,252
+27,563
+36% +$3.78M 1.25% 9
2022
Q4 		$10.3M Sell
76,689
-4,506
-6% -$571K 1.01% 17
2022
Q3 		$8.48M Sell
81,195
-690
-0.8% -$79.2K 0.91% 14
2022
Q2 		$9.22M Sell
81,885
-20,629
-20% -$2.56M 0.77% 16
2022
Q1 		$14M Buy
102,514
+1,479
+1% +$218K 0.97% 10
2021
Q4 		$16M Buy
101,035
+29
+0% +$4.76K 1.07% 8
2021
Q3 		$16.5M Buy
101,006
+930
+0.9% +$146K 1.21% 6
2021
Q2 		$15.6M Buy
100,076
+22,015
+28% +$3.46M 1.12% 7
2021
Q1 		$11.9M Sell
78,061
-26,574
-25% -$3.82M 0.94% 9
2020
Q4 		$13.3M Buy
104,635
+6,780
+7% +$758K 1.11% 5
2020
Q3 		$9.42M Sell
97,855
-3,144
-3% -$309K 0.87% 12
2020
Q2 		$9.5M Buy
100,999
+250
+0.2% +$23.7K 0.94% 9
2020
Q1 		$9.07M Sell
100,749
-2,936
-3% -$357K 1.2% 8
2019
Q4 		$14.5M Sell
103,685
-26,997
-21% -$3.46M 1.4% 6
2019
Q3 		$15.4M Buy
130,682
+24,473
+23% +$2.77M 1.66% 5
2019
Q2 		$11.9M Sell
106,209
-3,065
-3% -$338K 1.28% 8
2019
Q1 		$11.1M Sell
109,274
-1,242
-1% -$128K 1.35% 10
2018
Q4 		$10.8M Sell
110,516
-3,134
-3% -$334K 1.7% 6
2018
Q3 		$12.8M Sell
113,650
-1,429
-1% -$162K 1.21% 7
2018
Q2 		$12M Sell
115,079
-139
-0.1% -$15.2K 1.17% 6
2018
Q1 		$12.7M Buy
115,218
+4,874
+4% +$552K 1.31% 7
2017
Q4 		$11.8M Sell
110,344
-1,058
-0.9% -$107K 1.53% 7
2017
Q3 		$10.6M Sell
111,402
-2,558
-2% -$236K 1.4% 8
2017
Q2 		$10.4M Buy
113,960
+60,407
+113% +$5.21M 1.37% 7
2017
Q1 		$4.7M Buy
53,553
+1,514
+3% +$134K 0.61% 42
2016
Q4 		$4.49M Sell
52,039
-802
-2% -$61.2K 0.57% 46
2016
Q3 		$3.52M Sell
52,841
-88,363
-63% -$5.76M 0.47% 48
2016
Q2 		$8.78M Sell
141,204
-10,034
-7% -$627K 1.11% 14
2016
Q1 		$8.96M Sell
151,238
-11,055
-7% -$646K 1.1% 15
2015
Q4 		$10.7M Buy
+162,293
New +$10.6M 1.21% 10

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

Sheaff Brock Investment Advisors's JPM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.84% in Q1 2025, selling an estimated $67.8K and leaving 31,252 shares worth $7.67M. The position accounts for 0.7% of the portfolio, ranked #41.

Sheaff Brock Investment Advisors first reported a position in JPM in Q4 2015 and has held it in 38 quarters since. The position peaked at $16.5M in Q3 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 31,252 shares of JPMorgan Chase worth $7.67M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 266 JPMorgan Chase shares in Q1 2025, an estimated $67.8K.
  • JPMorgan Chase made up 0.7% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #41 holding.
  • Sheaff Brock Investment Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's JPMorgan Chase position peaked at $16.5M in Q3 2021.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.