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Shilanski & Associates’s JPMorgan Chase JPM Stock Holding History

Shilanski & Associates’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 		$501K Buy
1,588
+6
+0.4% +$1.78K 0.13% 65
2025
Q2 		$459K Hold
1,582
– – 0.13% 68
2025
Q1 		$388K Sell
1,582
-9
-0.6% -$2.29K 0.12% 71
2024
Q4 		$381K Sell
1,591
-4
-0.3% -$932 0.12% 71
2024
Q3 		$336K Sell
1,595
-18
-1% -$3.79K 0.11% 73
2024
Q2 		$326K Sell
1,613
-6
-0.4% -$1.17K 0.11% 73
2024
Q1 		$324K Sell
1,619
-1,854
-53% -$335K 0.11% 76
2023
Q4 		$591K Sell
3,473
-164
-5% -$24.9K 0.23% 63
2023
Q3 		$527K Sell
3,637
-55
-1% -$8.24K 0.22% 65
2023
Q2 		$537K Sell
3,692
-68
-2% -$9.35K 0.22% 71
2023
Q1 		$480K Buy
3,760
+2,092
+125% +$287K 0.22% 69
2022
Q4 		$224K Sell
1,668
-2,294
-58% -$291K 0.1% 94
2022
Q3 		$414K Buy
+3,962
New +$455K 0.15% 80
2022
Q2 		– Sell
-1,679
Closed -$229K – 123
2022
Q1 		$229K Sell
1,679
-8
-0.5% -$1.18K 0.1% 106
2021
Q4 		$267K Sell
1,687
-11
-0.6% -$1.81K 0.11% 90
2021
Q3 		$278K Sell
1,698
-23
-1% -$3.61K 0.13% 87
2021
Q2 		$268K Sell
1,721
-3
-0.2% -$471 0.13% 89
2021
Q1 		$262K Sell
1,724
-3,354
-66% -$483K 0.14% 83
2020
Q4 		$645K Sell
5,078
-66
-1% -$7.38K 0.39% 63
2020
Q3 		$495K Buy
5,144
+3
+0.1% +$295 0.34% 62
2020
Q2 		$484K Sell
5,141
-251
-5% -$23.8K 0.35% 62
2020
Q1 		$485K Sell
5,392
-348
-6% -$42.3K 0.49% 54
2019
Q4 		$800K Sell
5,740
-54
-0.9% -$6.93K 0.62% 50
2019
Q3 		$682K Sell
5,794
-296
-5% -$33.5K 0.55% 58
2019
Q2 		$681K Buy
+6,090
New +$671K 0.55% 58

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Shilanski & Associates's JPM Position: Q3 2025 in Review

Shilanski & Associates increased its JPMorgan Chase (JPM) stake by 0.38% in Q3 2025, buying an estimated $1.78K and bringing the position to 1,588 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #65.

Shilanski & Associates first reported a position in JPM in Q2 2019 and has held it in 25 quarters since. The position peaked at $800K in Q4 2019. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Shilanski & Associates held 1,588 shares of JPMorgan Chase worth $501K as of Q3 2025.
  • Shilanski & Associates bought 6 JPMorgan Chase shares in Q3 2025, an estimated $1.78K.
  • JPMorgan Chase made up 0.13% of Shilanski & Associates's portfolio in Q3 2025, its #65 holding.
  • Shilanski & Associates first reported a position in JPMorgan Chase in Q2 2019 and has held it in 25 quarters since.
  • Shilanski & Associates's JPMorgan Chase position peaked at $800K in Q4 2019.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.