Tyler-Stone Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tyler-Stone 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 Q2	$3.16M	Sell	10,908 -372	-3%	-$94.9K	0.51%	42
2025 Q1	$2.77M	Sell	11,280 -180	-2%	-$45.9K	0.5%	47
2024 Q4	$2.75M	Buy	11,460 +1,406	+14%	+$327K	0.49%	46
2024 Q3	$2.12M	Buy	10,054 +6,116	+155%	+$1.29M	0.4%	49
2024 Q2	$796K	Sell	3,938 -172	-4%	-$33.6K	0.33%	56
2024 Q1	$823K	Sell	4,110 -201	-5%	-$36.3K	0.36%	51
2023 Q4	$733K	Sell	4,311 -45	-1%	-$6.82K	0.37%	60
2023 Q3	$632K	Sell	4,356 -144	-3%	-$21.6K	0.36%	57
2023 Q2	$654K	Buy	+4,500	New	+$619K	0.37%	60
2022 Q4	$596K	Buy	4,444 +63	+1%	+$7.98K	0.41%	59
2022 Q3	$458K	Sell	4,381 -81	-2%	-$9.29K	0.35%	64
2022 Q2	$502K	Sell	4,462 -252	-5%	-$31.2K	0.33%	67
2022 Q1	$643K	Buy	4,714 +663	+16%	+$97.9K	0.35%	62
2021 Q4	$642K	Buy	+4,051	New	+$665K	0.34%	62

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

Tyler-Stone Wealth Management's JPM Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2025, selling an estimated $94.9K and leaving 10,908 shares worth $3.16M. The position accounts for 0.51% of the portfolio, ranked #42.

Tyler-Stone Wealth Management first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Tyler-Stone Wealth Management held 10,908 shares of JPMorgan Chase worth $3.16M as of Q2 2025.
Tyler-Stone Wealth Management sold 372 JPMorgan Chase shares in Q2 2025, an estimated $94.9K.
JPMorgan Chase made up 0.51% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #42 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.