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Shorepoint Capital Partners’s JPMorgan Chase JPM Stock Holding History

Shorepoint Capital Partners’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 		$15.3M Buy
+48,348
New +$14.4M 3.03% 6
2025
Q1 		$12.6M Sell
51,308
-3,630
-7% -$925K 2.85% 5
2024
Q4 		$13.2M Sell
54,938
-1,718
-3% -$400K 3.01% 6
2024
Q3 		$11.9M Sell
56,656
-3,379
-6% -$712K 2.72% 6
2024
Q2 		$12.1M Buy
60,035
+547
+0.9% +$107K 2.85% 5
2024
Q1 		$11.9M Sell
59,488
-804
-1% -$145K 2.91% 5
2023
Q4 		$10.3M Buy
60,292
+935
+2% +$142K 2.75% 5
2023
Q3 		$8.61M Buy
59,357
+6,315
+12% +$947K 2.53% 5
2023
Q2 		$7.71M Buy
53,042
+4,266
+9% +$587K 2.17% 10
2023
Q1 		$6.36M Sell
48,776
-965
-2% -$132K 1.82% 15
2022
Q4 		$6.67M Buy
49,741
+3,874
+8% +$491K 1.85% 14
2022
Q3 		$4.79M Buy
45,867
+2,379
+5% +$273K 2.29% 11
2022
Q2 		$4.9M Buy
43,488
+3,208
+8% +$397K 2.07% 12
2022
Q1 		$5.49M Buy
40,280
+1,595
+4% +$235K 2.29% 11
2021
Q4 		$6.13M Buy
38,685
+715
+2% +$117K 2.49% 10
2021
Q3 		$6.21M Buy
+37,970
New +$5.95M 2.79% 6
2021
Q1 		$5.27M Sell
34,623
-6,407
-16% -$922K 2.82% 6
2020
Q4 		$5.21M Sell
41,030
-358
-0.9% -$40K 2.89% 5
2020
Q3 		$3.98M Buy
41,388
+168
+0.4% +$16.5K 2.47% 11
2020
Q2 		$3.88M Buy
41,220
+4,870
+13% +$462K 2.53% 8
2020
Q1 		$3.27M Buy
36,350
+917
+3% +$111K 2.63% 7
2019
Q4 		$4.94M Sell
35,433
-4,627
-12% -$593K 2.82% 6
2019
Q3 		$4.71M Sell
40,060
-1,125
-3% -$127K 2.78% 6
2019
Q2 		$4.61M Sell
41,185
-3,715
-8% -$410K 2.63% 7
2019
Q1 		$4.54M Buy
+44,900
New +$4.63M 2.57% 7

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

Shorepoint Capital Partners's JPM Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in JPMorgan Chase (JPM) in Q3 2025: 48,348 shares worth $15.3M. The stake represents 3.03% of the portfolio and ranks #6 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in JPM as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in JPM in Q1 2019 and has held it in 25 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Shorepoint Capital Partners held 48,348 shares of JPMorgan Chase worth $15.3M as of Q3 2025.
  • JPMorgan Chase was a new Shorepoint Capital Partners position in Q3 2025.
  • JPMorgan Chase made up 3.03% of Shorepoint Capital Partners's portfolio in Q3 2025, its #6 holding.
  • Shorepoint Capital Partners first reported a position in JPMorgan Chase in Q1 2019 and has held it in 25 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.