The Family Firm’s JPMorgan Chase JPM Stock Holding History

The Family Firm’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 Q2	–	Sell	-4,648	Closed	-$1.14M	–	146
2025 Q1	$1.14M	Buy	4,648 +10	+0.2%	+$2.55K	0.25%	75
2024 Q4	$1.11M	Buy	4,638 +12	+0.3%	+$2.79K	0.25%	77
2024 Q3	$975K	Buy	4,626 +12	+0.3%	+$2.53K	0.21%	80
2024 Q2	$933K	Buy	4,614 +12	+0.3%	+$2.35K	0.21%	78
2024 Q1	$922K	Buy	4,602 +215	+5%	+$38.8K	0.22%	79
2023 Q4	$746K	Buy	4,387 +21	+0.5%	+$3.18K	0.19%	86
2023 Q3	$633K	Buy	4,366 +17	+0.4%	+$2.55K	0.18%	90
2023 Q2	$632K	Buy	4,349 +19	+0.4%	+$2.61K	0.17%	91
2023 Q1	$564K	Buy	4,330 +40	+0.9%	+$5.48K	0.16%	96
2022 Q4	$575K	Buy	4,290 +750	+21%	+$95K	0.17%	95
2022 Q3	$370K	Buy	3,540 +23	+0.7%	+$2.64K	0.12%	108
2022 Q2	$396K	Buy	3,517 +21	+0.6%	+$2.6K	0.12%	112
2022 Q1	$477K	Buy	3,496 +17	+0.5%	+$2.51K	0.13%	100
2021 Q4	$551K	Sell	3,479 -116	-3%	-$19.1K	0.14%	94
2021 Q3	$614K	Buy	3,595 +15	+0.4%	+$2.35K	0.16%	88
2021 Q2	$557K	Sell	3,580 -63	-2%	-$9.89K	0.15%	95
2021 Q1	$555K	Buy	3,643 +17	+0.5%	+$2.45K	0.16%	93
2020 Q4	$503K	Buy	3,626 +124	+4%	+$13.9K	0.15%	96
2020 Q3	$337K	Sell	3,502 -486	-12%	-$47.7K	0.12%	110
2020 Q2	$375K	Sell	3,988 -2,318	-37%	-$220K	0.14%	100
2020 Q1	$568K	Buy	6,306 +11	+0.2%	+$1.34K	0.24%	66
2019 Q4	$878K	Sell	6,295 -175	-3%	-$22.4K	0.3%	59
2019 Q3	$761K	Buy	6,470 +11	+0.2%	+$1.24K	0.27%	62
2019 Q2	$722K	Buy	6,459 +2,049	+46%	+$226K	0.26%	65
2019 Q1	$446K	Buy	4,410 +779	+21%	+$80.3K	0.16%	81
2018 Q4	$354K	Buy	3,631 +13	+0.4%	+$1.39K	0.14%	92
2018 Q3	$408K	Buy	3,618 +142	+4%	+$16.1K	0.15%	88
2018 Q2	$362K	Buy	3,476 +194	+6%	+$21.3K	0.14%	93
2018 Q1	$361K	Sell	3,282 -705	-18%	-$79.8K	0.14%	93
2017 Q4	$426K	Sell	3,987 -281	-7%	-$28.5K	0.17%	79
2017 Q3	$408K	Buy	4,268 +9	+0.2%	+$830	0.17%	82
2017 Q2	$389K	Buy	4,259 +730	+21%	+$63K	0.17%	81
2017 Q1	$310K	Buy	3,529 +86	+2%	+$7.59K	0.15%	82
2016 Q4	$297K	Sell	3,443 -58	-2%	-$4.42K	0.14%	86
2016 Q3	$233K	Buy	3,501 +12	+0.3%	+$782	0.11%	104
2016 Q2	$217K	Buy	3,489 +11	+0.3%	+$687	0.11%	98
2016 Q1	$206K	Sell	3,478 -255	-7%	-$14.9K	0.1%	102
2015 Q4	$247K	Sell	3,733 -65	-2%	-$4.23K	0.13%	89
2015 Q3	$232K	Buy	3,798 +428	+13%	+$28K	0.13%	88
2015 Q2	$228K	Buy	+3,370	New	+$220K	0.12%	92
2015 Q1	–	Sell	-3,199	Closed	-$200K	–	112
2014 Q4	$200K	Buy	+3,199	New	+$193K	0.1%	107

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

The Family Firm's JPM Position: Q2 2025 in Review

The Family Firm sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 4,648 shares — an estimated $1.14M sold.

The Family Firm first reported a position in JPM in Q4 2014 and held it in 41 quarters. The position peaked at $1.14M in Q1 2025. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

The Family Firm reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 4,648 JPMorgan Chase shares in Q2 2025, an estimated $1.14M.
The Family Firm first reported a position in JPMorgan Chase in Q4 2014 and held it in 41 quarters.
The Family Firm's JPMorgan Chase position peaked at $1.14M in Q1 2025.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.