Sherbrooke Park Advisers’s JPMorgan Chase JPM Stock Holding History

Sherbrooke Park Advisers’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 Q4	$489K	Buy	+1,518	New	+$470K	1.26%	12
2025 Q3	–	Sell	-1,989	Closed	-$577K	–	628
2025 Q2	$577K	Buy	1,989 +838	+73%	+$214K	0.25%	135
2025 Q1	$282K	Buy	+1,151	New	+$293K	0.13%	318
2024 Q2	–	Sell	-6,922	Closed	-$1.39M	–	1058
2024 Q1	$1.39M	Buy	6,922 +4,841	+233%	+$874K	0.27%	83
2023 Q4	$354K	Buy	2,081 +397	+24%	+$60.2K	0.17%	224
2023 Q3	$244K	Buy	+1,684	New	+$252K	0.08%	356
2023 Q2	–	Sell	-2,400	Closed	-$313K	–	366
2023 Q1	$313K	Buy	+2,400	New	+$329K	0.47%	93

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

Sherbrooke Park Advisers's JPM Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in JPMorgan Chase (JPM) in Q4 2025: 1,518 shares worth $489K. The stake represents 1.26% of the portfolio and ranks #12 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in JPM as recently as Q2 2025.

Sherbrooke Park Advisers first reported a position in JPM in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Sherbrooke Park Advisers held 1,518 shares of JPMorgan Chase worth $489K as of Q4 2025.
JPMorgan Chase was a new Sherbrooke Park Advisers position in Q4 2025.
JPMorgan Chase made up 1.26% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #12 holding.
Sherbrooke Park Advisers first reported a position in JPMorgan Chase in Q1 2023 and has held it in 7 quarters since.
Sherbrooke Park Advisers's JPMorgan Chase position peaked at $1.39M in Q1 2024.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.