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Truxt Investmentos’s JPMorgan Chase JPM Stock Holding History

Truxt Investmentos’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
Q3 		$1.07M Buy
+3,379
New +$1M 1.5% 16

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Truxt Investmentos's JPM Position: Q3 2025 in Review

Truxt Investmentos opened a new position in JPMorgan Chase (JPM) in Q3 2025: 3,379 shares worth $1.07M. The stake represents 1.5% of the portfolio and ranks #16 among its holdings.

4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Truxt Investmentos held 3,379 shares of JPMorgan Chase worth $1.07M as of Q3 2025.
  • JPMorgan Chase was a new Truxt Investmentos position in Q3 2025.
  • JPMorgan Chase made up 1.5% of Truxt Investmentos's portfolio in Q3 2025, its #16 holding.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Truxt Investmentos's 13F filing for Q3 2025, filed 4 Nov 2025.