Stonegate Management’s JPMorgan Chase JPM Stock Holding History

Stonegate Management’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	-2,200	Closed	-$694K	–	29
2025 Q3	$694K	Buy	+2,200	New	+$654K	0.46%	41

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 $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stonegate Management's JPM Position: Q4 2025 in Review

Stonegate Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 2,200 shares — an estimated $694K sold.

Stonegate Management first reported a position in JPM in Q3 2025 and held it in 1 quarter. The position peaked at $694K in Q3 2025. 5,141 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Stonegate Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 2,200 JPMorgan Chase shares in Q4 2025, an estimated $694K.
Stonegate Management first reported a position in JPMorgan Chase in Q3 2025 and held it in 1 quarter.
Stonegate Management's JPMorgan Chase position peaked at $694K in Q3 2025.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.