Traction Financial Partners’s JPMorgan Chase JPM Stock Holding History

Traction Financial Partners’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	-1,057	Closed	-$259K	–	83
2025 Q1	$259K	Sell	1,057 -809	-43%	-$206K	0.2%	44
2024 Q4	$447K	Buy	1,866 +67	+4%	+$15.6K	0.35%	39
2024 Q3	$379K	Sell	1,799 -3	-0.2%	-$632	0.3%	40
2024 Q2	$381K	Buy	1,802 +5	+0.3%	+$978	0.28%	40
2024 Q1	$357K	Buy	1,797 +11	+0.6%	+$1.99K	0.28%	41
2023 Q4	$304K	Buy	+1,786	New	+$271K	0.2%	49

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 $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Traction Financial Partners's JPM Position: Q2 2025 in Review

Traction Financial Partners sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 1,057 shares — an estimated $259K sold.

Traction Financial Partners first reported a position in JPM in Q4 2023 and held it in 6 quarters. The position peaked at $447K in Q4 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Traction Financial Partners reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Traction Financial Partners sold 1,057 JPMorgan Chase shares in Q2 2025, an estimated $259K.
Traction Financial Partners first reported a position in JPMorgan Chase in Q4 2023 and held it in 6 quarters.
Traction Financial Partners's JPMorgan Chase position peaked at $447K in Q4 2024.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Traction Financial Partners's 13F filing for Q2 2025, filed 15 Jul 2025.