Sheets Smith Investment Management’s JPMorgan Chase JPM Stock Holding History

Sheets Smith Investment 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	$246K	Buy	+780	New	+$232K	0.16%	108

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sheets Smith Investment Management's JPM Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in JPMorgan Chase (JPM) in Q3 2025: 780 shares worth $246K. The stake represents 0.16% of the portfolio and ranks #108 among its holdings.

4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Sheets Smith Investment Management held 780 shares of JPMorgan Chase worth $246K as of Q3 2025.
JPMorgan Chase was a new Sheets Smith Investment Management position in Q3 2025.
JPMorgan Chase made up 0.16% of Sheets Smith Investment Management's portfolio in Q3 2025, its #108 holding.
4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.