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Sugar Maple Asset Management’s JPMorgan Chase JPM Stock Holding History

Sugar Maple 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
Q1 		– Sell
-17
Closed -$4.08K – 270
2024
Q4 		$4.08K Buy
+17
New +$3.96K ﹤0.01% 240

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

Sugar Maple Asset Management's JPM Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 17 shares — an estimated $4.08K sold.

Sugar Maple Asset Management first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $4.08K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 17 JPMorgan Chase shares in Q1 2025, an estimated $4.08K.
  • Sugar Maple Asset Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's JPMorgan Chase position peaked at $4.08K in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.