Siligmueller & Norvid Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$3M	Buy	+9,507	New	+$2.83M	1.35%	22

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

Siligmueller & Norvid Wealth Advisors's JPM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q3 2025: 9,507 shares worth $3M. The stake represents 1.35% of the portfolio and ranks #22 among its holdings.

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

Siligmueller & Norvid Wealth Advisors held 9,507 shares of JPMorgan Chase worth $3M as of Q3 2025.
JPMorgan Chase was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
JPMorgan Chase made up 1.35% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #22 holding.
4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.