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Teramo Advisors’s JPMorgan Chase JPM Stock Holding History

Teramo 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
Q3 		– Sell
-772
Closed -$224K – 18
2025
Q2 		$224K Buy
+772
New +$197K 0.06% 16
2023
Q4 		– Sell
-1,000
Closed -$145K – 19
2023
Q3 		$145K Hold
1,000
– – 0.06% 14
2023
Q2 		$145K Hold
1,000
– – 0.06% 16
2023
Q1 		$130K Sell
1,000
-500
-33% -$68.5K 0.06% 14
2022
Q4 		$201K Hold
1,500
– – 0.11% 13
2022
Q3 		$157K Hold
1,500
– – 0.1% 14
2022
Q2 		$169K Buy
+1,500
New +$186K 0.11% 14
2022
Q1 		– Sell
-1,300
Closed -$206K – 17
2021
Q4 		$206K Buy
+1,300
New +$213K 0.11% 10

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

Teramo Advisors's JPM Position: Q3 2025 in Review

Teramo Advisors sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 772 shares — an estimated $224K sold.

Teramo Advisors first reported a position in JPM in Q4 2021 and held it in 8 quarters. The position peaked at $224K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Teramo Advisors reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Teramo Advisors sold 772 JPMorgan Chase shares in Q3 2025, an estimated $224K.
  • Teramo Advisors first reported a position in JPMorgan Chase in Q4 2021 and held it in 8 quarters.
  • Teramo Advisors's JPMorgan Chase position peaked at $224K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Teramo Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.