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SS&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History

SS&H Financial 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
Q4 		$33.9M Sell
105,290
-250
-0.2% -$77.4K 9.9% 1
2025
Q3 		$33.3M Hold
105,540
– – 10.12% 1
2025
Q2 		$30.6M Buy
105,540
+142
+0.1% +$36.2K 10.22% 1
2025
Q1 		$25.9M Sell
105,398
-1,134
-1% -$289K 9.65% 1
2024
Q4 		$25.5M Hold
106,532
– – 9.3% 1
2024
Q3 		$22.5M Buy
106,532
+421
+0.4% +$88.7K 8.18% 1
2024
Q2 		$21.5M Buy
106,111
+500
+0.5% +$97.8K 8.38% 1
2024
Q1 		$21.2M Sell
105,611
-1,275
-1% -$230K 8.81% 1
2023
Q4 		$18.2M Sell
106,886
-1
-0% -$152 7.71% 1
2023
Q3 		$15.5M Buy
+106,887
New +$16M 7.26% 1
2023
Q1 		$14.1M Buy
107,820
+4,534
+4% +$621K 6.44% 1
2022
Q4 		$13.9M Hold
103,286
– – 6.6% 1
2022
Q3 		$10.8M Hold
103,286
– – 5.58% 2
2022
Q2 		$11.6M Sell
103,286
-31
-0% -$3.84K 5.37% 3
2022
Q1 		$14.1M Buy
+103,317
New +$15.3M 5.51% 3

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

SS&H Financial Advisors's JPM Position: Q4 2025 in Review

SS&H Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.24% in Q4 2025, selling an estimated $77.4K and leaving 105,290 shares worth $33.9M. The position accounts for 9.9% of the portfolio, ranked #1.

SS&H Financial Advisors first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • SS&H Financial Advisors held 105,290 shares of JPMorgan Chase worth $33.9M as of Q4 2025.
  • SS&H Financial Advisors sold 250 JPMorgan Chase shares in Q4 2025, an estimated $77.4K.
  • JPMorgan Chase made up 9.9% of SS&H Financial Advisors's portfolio in Q4 2025, its #1 holding.
  • SS&H Financial Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.