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Transcendent Capital Group’s JPMorgan Chase JPM Stock Holding History

Transcendent Capital Group’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
-536
Closed -$128K – 264
2024
Q4 		$128K Hold
536
– – 0.07% 123
2024
Q3 		$113K Hold
536
– – 0.06% 142
2024
Q2 		$108K Buy
536
+11
+2% +$2.15K 0.06% 128
2024
Q1 		$105K Buy
525
+213
+68% +$38.4K 0.06% 132
2023
Q4 		$53.1K Buy
+312
New +$47.3K 0.04% 144

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Transcendent Capital Group's JPM Position: Q1 2025 in Review

Transcendent Capital Group sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 536 shares — an estimated $128K sold.

Transcendent Capital Group first reported a position in JPM in Q4 2023 and held it in 5 quarters. The position peaked at $128K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Transcendent Capital Group reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 536 JPMorgan Chase shares in Q1 2025, an estimated $128K.
  • Transcendent Capital Group first reported a position in JPMorgan Chase in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's JPMorgan Chase position peaked at $128K in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.