Significant Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Significant Wealth 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 Q4	–	Sell	-1,156	Closed	-$365K	–	87
2025 Q3	$365K	Buy	1,156 +2	+0.2%	+$595	0.18%	63
2025 Q2	$335K	Sell	1,154 -10	-0.9%	-$2.55K	0.16%	62
2025 Q1	$286K	Buy	1,164 +2	+0.2%	+$510	0.15%	61
2024 Q4	$278K	Buy	1,162 +8	+0.7%	+$1.86K	0.14%	55
2024 Q3	$243K	Sell	1,154 -48	-4%	-$10.1K	0.13%	60
2024 Q2	$243K	Buy	1,202 +6	+0.5%	+$1.17K	0.14%	53
2024 Q1	$240K	Sell	1,196 -228	-16%	-$41.1K	0.16%	134
2023 Q4	$242K	Buy	+1,424	New	+$216K	0.18%	130

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Significant Wealth Partners's JPM Position: Q4 2025 in Review

Significant Wealth Partners sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,156 shares — an estimated $365K sold.

Significant Wealth Partners first reported a position in JPM in Q4 2023 and held it in 8 quarters. The position peaked at $365K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Significant Wealth Partners reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 1,156 JPMorgan Chase shares in Q4 2025, an estimated $365K.
Significant Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and held it in 8 quarters.
Significant Wealth Partners's JPMorgan Chase position peaked at $365K in Q3 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.