U.S. Global Investors (USGI)’s JPMorgan Chase JPM Stock Holding History

U.S. Global Investors (USGI)’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	-5,500	Closed	-$1.35M	–	151
2025 Q1	$1.35M	Buy	+5,500	New	+$1.4M	0.18%	55
2024 Q3	–	Sell	-2,600	Closed	-$526K	–	149
2024 Q2	$526K	Sell	2,600 -4,200	-62%	-$821K	0.05%	73
2024 Q1	$1.36M	Hold	6,800	–	–	0.11%	50
2023 Q4	$1.16M	Sell	6,800 -5,200	-43%	-$788K	0.08%	54
2023 Q3	$1.74M	Hold	12,000	–	–	0.14%	46
2023 Q2	$1.75M	Buy	+12,000	New	+$1.65M	0.1%	46
2021 Q2	–	Sell	-12,144	Closed	-$1.85M	–	150
2021 Q1	$1.85M	Buy	+12,144	New	+$1.75M	0.06%	43
2016 Q1	–	Sell	-7,500	Closed	-$495K	–	222
2015 Q4	$495K	Buy	7,500 +1,000	+15%	+$65.1K	0.26%	108
2015 Q3	$396K	Buy	6,500 +2,200	+51%	+$144K	0.21%	110
2015 Q2	$291K	Hold	4,300	–	–	0.11%	153
2015 Q1	$260K	Hold	4,300	–	–	0.07%	200
2014 Q4	$269K	Buy	+4,300	New	+$259K	0.07%	163
2014 Q1	–	Sell	-2,800	Closed	-$164K	–	347
2013 Q4	$164K	Sell	2,800 -3,000	-52%	-$164K	0.03%	263
2013 Q3	$300K	Buy	5,800 +1,700	+41%	+$91.2K	0.05%	185
2013 Q2	$216K	Buy	+4,100	New	+$208K	0.04%	212

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

U.S. Global Investors (USGI)'s JPM Position: Q2 2025 in Review

U.S. Global Investors (USGI) sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 5,500 shares — an estimated $1.35M sold.

U.S. Global Investors (USGI) first reported a position in JPM in Q2 2013 and held it in 15 quarters. The position peaked at $1.85M in Q1 2021. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

U.S. Global Investors (USGI) reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 5,500 JPMorgan Chase shares in Q2 2025, an estimated $1.35M.
U.S. Global Investors (USGI) first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
U.S. Global Investors (USGI)'s JPMorgan Chase position peaked at $1.85M in Q1 2021.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2025, filed 24 Jul 2025.