SIG
JPM icon

Stonegate Investment Group’s JPMorgan Chase JPM Stock Holding History

Stonegate Investment Group’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 		$183M Sell
579,471
-10,618
-2% -$3.16M 4.24% 5
2025
Q2 		$171M Sell
590,089
-121,997
-17% -$31.1M 4.3% 4
2025
Q1 		$175M Sell
712,086
-1,990
-0.3% -$507K 4.67% 2
2024
Q4 		$171M Sell
714,076
-16,124
-2% -$3.76M 4.57% 4
2024
Q3 		$154M Buy
730,200
+9,665
+1% +$2.04M 4.05% 4
2024
Q2 		$146M Buy
720,535
+5,520
+0.8% +$1.08M 4.21% 4
2024
Q1 		$143M Buy
715,015
+5,374
+0.8% +$970K 4.49% 3
2023
Q4 		$121M Sell
709,641
-296
-0% -$44.9K 3.99% 3
2023
Q3 		$103M Buy
709,937
+107
+0% +$16K 3.74% 6
2023
Q2 		$103M Buy
709,830
+1,822
+0.3% +$251K 3.67% 5
2023
Q1 		$92.3M Buy
708,008
+185,367
+35% +$25.4M 3.46% 6
2022
Q4 		$70.1M Buy
522,641
+5,990
+1% +$759K 3.03% 8
2022
Q3 		$54M Buy
516,651
+6,782
+1% +$778K 2.48% 12
2022
Q2 		$57.4M Buy
509,869
+23,590
+5% +$2.92M 2.51% 12
2022
Q1 		$66.3M Buy
486,279
+15,363
+3% +$2.27M 2.18% 11
2021
Q4 		$74.6M Buy
+470,916
New +$77.3M 3.13% 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
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

Stonegate Investment Group's JPM Position: Q3 2025 in Review

Stonegate Investment Group reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2025, selling an estimated $3.16M and leaving 579,471 shares worth $183M. The position accounts for 4.24% of the portfolio, ranked #5.

Stonegate Investment Group first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Stonegate Investment Group held 579,471 shares of JPMorgan Chase worth $183M as of Q3 2025.
  • Stonegate Investment Group sold 10,618 JPMorgan Chase shares in Q3 2025, an estimated $3.16M.
  • JPMorgan Chase made up 4.24% of Stonegate Investment Group's portfolio in Q3 2025, its #5 holding.
  • Stonegate Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.