Tolleson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tolleson Wealth 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	-1,325	Closed	-$318K	–	100
2024 Q4	$318K	Buy	+1,325	New	+$309K	0.07%	80

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

Tolleson Wealth Management's JPM Position: Q1 2025 in Review

Tolleson Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,325 shares — an estimated $318K sold.

Tolleson Wealth Management first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Tolleson Wealth Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 1,325 JPMorgan Chase shares in Q1 2025, an estimated $318K.
Tolleson Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's JPMorgan Chase position peaked at $318K in Q4 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.