Touchstone Capital’s JPMorgan Chase JPM Stock Holding History

Touchstone Capital’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	-7,991	Closed	-$2.52M	–	26
2025 Q3	$2.52M	Buy	+7,991	New	+$2.38M	1.29%	19

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Touchstone Capital's JPM Position: Q4 2025 in Review

Touchstone Capital sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 7,991 shares — an estimated $2.52M sold.

Touchstone Capital first reported a position in JPM in Q3 2025 and held it in 1 quarter. The position peaked at $2.52M in Q3 2025. 5,127 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Touchstone Capital reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Touchstone Capital sold 7,991 JPMorgan Chase shares in Q4 2025, an estimated $2.52M.
Touchstone Capital first reported a position in JPMorgan Chase in Q3 2025 and held it in 1 quarter.
Touchstone Capital's JPMorgan Chase position peaked at $2.52M in Q3 2025.
5,127 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.