SPX Gestao de Recursos’s JPMorgan Chase JPM Stock Holding History

SPX Gestao de Recursos’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	-2,800	Closed	-$883K	–	110
2025 Q3	$883K	Buy	+2,800	New	+$833K	0.07%	106
2024 Q3	–	Sell	-50,289	Closed	-$10.2M	–	82
2024 Q2	$10.2M	Sell	50,289 -5,089	-9%	-$995K	1.52%	16
2024 Q1	$11.1M	Buy	+55,378	New	+$9.99M	0.97%	27
2017 Q4	–	Sell	-393,586	Closed	-$37.6M	–	42
2017 Q3	$37.6M	Buy	+393,586	New	+$36.3M	9.59%	4
2015 Q3	–	Sell	-85,000	Closed	-$5.76M	–	32
2015 Q2	$5.76M	Buy	85,000 +3,000	+4%	+$196K	1.69%	16
2015 Q1	$4.97M	Sell	82,000 -46,057	-36%	-$2.73M	2.66%	16
2014 Q4	$8.01M	Buy	128,057 +67,757	+112%	+$4.08M	2.74%	10
2014 Q3	$3.63M	Sell	60,300 -57,410	-49%	-$3.36M	2.01%	17
2014 Q2	$6.78M	Sell	117,710 -94,700	-45%	-$5.32M	2.3%	10
2014 Q1	$12.9M	Sell	212,410 -207,700	-49%	-$12M	4.26%	4
2013 Q4	$24.6M	Buy	420,110 +205,810	+96%	+$11.3M	10.57%	4
2013 Q3	$11.1M	Buy	214,300 +125,000	+140%	+$6.7M	3.47%	5
2013 Q2	$4.71M	Buy	+89,300	New	+$4.54M	2.16%	6

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 $1.66T 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

Norges Bank Oslo, Norway $935B AUM

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

SPX Gestao de Recursos's JPM Position: Q4 2025 in Review

SPX Gestao de Recursos sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 2,800 shares — an estimated $883K sold.

SPX Gestao de Recursos first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $37.6M in Q3 2017. 5,129 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

SPX Gestao de Recursos reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
SPX Gestao de Recursos sold 2,800 JPMorgan Chase shares in Q4 2025, an estimated $883K.
SPX Gestao de Recursos first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
SPX Gestao de Recursos's JPMorgan Chase position peaked at $37.6M in Q3 2017.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on SPX Gestao de Recursos's 13F filing for Q4 2025, filed 13 Feb 2026.