Strive Asset Management’s JPMorgan Chase JPM Stock Holding History

Strive Asset 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	-2,442	Closed	-$770K	–	92
2025 Q3	$770K	Sell	2,442 -79	-3%	-$23.5K	0.42%	35
2025 Q2	$731K	Sell	2,521 -1,032	-29%	-$263K	0.44%	31
2025 Q1	$872K	Buy	3,553 +261	+8%	+$66.5K	0.61%	39
2024 Q4	$789K	Buy	+3,292	New	+$767K	0.59%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Strive Asset Management's JPM Position: Q4 2025 in Review

Strive Asset Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 2,442 shares — an estimated $770K sold.

Strive Asset Management first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $872K in Q1 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Strive Asset Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 2,442 JPMorgan Chase shares in Q4 2025, an estimated $770K.
Strive Asset Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
Strive Asset Management's JPMorgan Chase position peaked at $872K in Q1 2025.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

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