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SPC Financial Inc’s JPMorgan Chase JPM Stock Holding History

SPC Financial Inc’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 		$11M Sell
34,783
-233
-0.7% -$69.3K 0.86% 31
2025
Q2 		$10.2M Sell
35,016
-677
-2% -$173K 0.85% 30
2025
Q1 		$8.76M Sell
35,693
-1,250
-3% -$319K 0.77% 33
2024
Q4 		$8.86M Buy
36,943
+985
+3% +$229K 0.77% 31
2024
Q3 		$7.58M Sell
35,958
-954
-3% -$201K 0.67% 35
2024
Q2 		$7.47M Buy
36,912
+1,693
+5% +$331K 0.69% 35
2024
Q1 		$7.05M Sell
35,219
-2,409
-6% -$435K 0.66% 35
2023
Q4 		$6.4M Buy
37,628
+2,045
+6% +$310K 0.65% 35
2023
Q3 		$5.16M Sell
35,583
-251
-0.7% -$37.6K 0.58% 33
2023
Q2 		$5.21M Sell
35,834
-64
-0.2% -$8.8K 0.56% 34
2023
Q1 		$4.68M Buy
35,898
+9,715
+37% +$1.33M 0.53% 34
2022
Q4 		$3.51M Sell
26,183
-232
-0.9% -$29.4K 0.42% 40
2022
Q3 		$2.76M Buy
26,415
+505
+2% +$58K 0.34% 44
2022
Q2 		$2.92M Buy
25,910
+965
+4% +$120K 0.36% 41
2022
Q1 		$3.4M Sell
24,945
-7,928
-24% -$1.17M 0.39% 38
2021
Q4 		$5.21M Buy
32,873
+231
+0.7% +$37.9K 0.58% 34
2021
Q3 		$5.34M Sell
32,642
-2,019
-6% -$317K 0.66% 29
2021
Q2 		$5.39M Sell
34,661
-30
-0.1% -$4.71K 0.65% 30
2021
Q1 		$5.28M Buy
34,691
+221
+0.6% +$31.8K 0.7% 28
2020
Q4 		$4.38M Sell
34,470
-871
-2% -$97.4K 0.62% 29
2020
Q3 		$3.4M Buy
35,341
+3,330
+10% +$327K 0.59% 31
2020
Q2 		$3.01M Buy
32,011
+17,112
+115% +$1.62M 0.63% 36
2020
Q1 		$1.34M Sell
14,899
-11,197
-43% -$1.36M 0.34% 53
2019
Q4 		$3.64M Buy
26,096
+6,824
+35% +$875K 0.67% 30
2019
Q3 		$2.27M Buy
19,272
+35
+0.2% +$3.96K 0.48% 37
2019
Q2 		$2.15M Buy
19,237
+12,372
+180% +$1.36M 0.43% 42
2019
Q1 		$695K Buy
6,865
+250
+4% +$25.8K 0.15% 79
2018
Q4 		$646K Sell
6,615
-18,028
-73% -$1.92M 0.18% 71
2018
Q3 		$2.78M Buy
24,643
+100
+0.4% +$11.4K 0.56% 31
2018
Q2 		$2.56M Sell
24,543
-55
-0.2% -$6.03K 0.56% 33
2018
Q1 		$2.71M Sell
24,598
-694
-3% -$78.6K 0.62% 31
2017
Q4 		$2.71M Sell
25,292
-50
-0.2% -$5.06K 0.63% 32
2017
Q3 		$2.42M Buy
25,342
+538
+2% +$49.6K 0.6% 32
2017
Q2 		$2.27M Buy
24,804
+11,650
+89% +$1.01M 0.6% 32
2017
Q1 		$1.16M Sell
13,154
-11
-0.1% -$970 0.32% 49
2016
Q4 		$1.14M Buy
13,165
+8,662
+192% +$661K 0.35% 49
2016
Q3 		$300K Buy
4,503
+144
+3% +$9.39K 0.1% 102
2016
Q2 		$271K Buy
4,359
+600
+16% +$37.5K 0.1% 102
2016
Q1 		$223K Hold
3,759
– – 0.08% 101
2015
Q4 		$248K Buy
3,759
+11
+0.3% +$716 0.1% 94
2015
Q3 		$229K Sell
3,748
-500
-12% -$32.7K 0.1% 99
2015
Q2 		$288K Hold
4,248
– – 0.08% 94
2015
Q1 		$257K Sell
4,248
-1,746
-29% -$103K 0.07% 103
2014
Q4 		$375K Buy
5,994
+2,500
+72% +$150K 0.11% 86
2014
Q3 		$210K Buy
+3,494
New +$204K 0.06% 103

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

SPC Financial Inc's JPM Position: Q3 2025 in Review

SPC Financial Inc reduced its JPMorgan Chase (JPM) stake by 0.67% in Q3 2025, selling an estimated $69.3K and leaving 34,783 shares worth $11M. The position accounts for 0.86% of the portfolio, ranked #31.

SPC Financial Inc first reported a position in JPM in Q3 2014 and has held it in 45 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • SPC Financial Inc held 34,783 shares of JPMorgan Chase worth $11M as of Q3 2025.
  • SPC Financial Inc sold 233 JPMorgan Chase shares in Q3 2025, an estimated $69.3K.
  • JPMorgan Chase made up 0.86% of SPC Financial Inc's portfolio in Q3 2025, its #31 holding.
  • SPC Financial Inc first reported a position in JPMorgan Chase in Q3 2014 and has held it in 45 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.