Soundwatch Capital’s JPMorgan Chase JPM Stock Holding History

Soundwatch Capital’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	–	Sell	-13,342	Closed	-$8.14M	–	92
2025 Q2	$8.14M	Buy	+13,342	New	+$3.4M	1.38%	14

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

Soundwatch Capital's JPM Position: Q3 2025 in Review

Soundwatch Capital sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 13,342 shares — an estimated $8.14M sold.

Soundwatch Capital first reported a position in JPM in Q2 2025 and held it in 1 quarter. The position peaked at $8.14M in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Soundwatch Capital reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 13,342 JPMorgan Chase shares in Q3 2025, an estimated $8.14M.
Soundwatch Capital first reported a position in JPMorgan Chase in Q2 2025 and held it in 1 quarter.
Soundwatch Capital's JPMorgan Chase position peaked at $8.14M in Q2 2025.
4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.