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SRN Advisors’s JPMorgan Chase JPM Stock Holding History

SRN 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
Q2 		$204K Sell
704
-3,126
-82% -$798K 0.19% 98
2025
Q1 		$939K Sell
3,830
-1,783
-32% -$455K 1.06% 28
2024
Q4 		$1.35M Buy
5,613
+2,400
+75% +$559K 1.2% 24
2024
Q3 		$677K Sell
3,213
-1,703
-35% -$359K 0.6% 81
2024
Q2 		$994K Sell
4,916
-3,470
-41% -$678K 0.83% 54
2024
Q1 		$1.68M Buy
8,386
+748
+10% +$135K 1.31% 19
2023
Q4 		$1.3M Buy
7,638
+2,881
+61% +$437K 1.17% 31
2023
Q3 		$690K Sell
4,757
-3,144
-40% -$471K 0.68% 78
2023
Q2 		$1.15M Sell
7,901
-2,948
-27% -$405K 1.02% 42
2023
Q1 		$1.4M Sell
10,849
-2,343
-18% -$321K 1.28% 22
2022
Q4 		$1.77M Sell
13,192
-5,432
-29% -$688K 1.75% 9
2022
Q3 		$1.95M Sell
18,624
-392
-2% -$45K 1.63% 11
2022
Q2 		$2.14M Sell
19,016
-6,402
-25% -$793K 1.49% 15
2022
Q1 		$3.46M Sell
25,418
-4,939
-16% -$729K 1.53% 17
2021
Q4 		$4.81M Sell
30,357
-1,103
-4% -$181K 1.73% 10
2021
Q3 		$5.15M Sell
31,460
-1,527
-5% -$239K 2.39% 7
2021
Q2 		$5.13M Buy
32,987
+3,409
+12% +$535K 1.75% 17
2021
Q1 		$4.5M Buy
29,578
+4,067
+16% +$585K 1.61% 18
2020
Q4 		$3.2M Buy
+25,511
New +$2.85M 1.57% 9

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

SRN Advisors's JPM Position: Q2 2025 in Review

SRN Advisors reduced its JPMorgan Chase (JPM) stake by 82% in Q2 2025, selling an estimated $798K and leaving 704 shares worth $204K. The position accounts for 0.19% of the portfolio, ranked #98.

SRN Advisors first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.15M in Q3 2021. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • SRN Advisors held 704 shares of JPMorgan Chase worth $204K as of Q2 2025.
  • SRN Advisors sold 3,126 JPMorgan Chase shares in Q2 2025, an estimated $798K.
  • JPMorgan Chase made up 0.19% of SRN Advisors's portfolio in Q2 2025, its #98 holding.
  • SRN Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's JPMorgan Chase position peaked at $5.15M in Q3 2021.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.