US Financial Advisors’s JPMorgan Chase JPM Stock Holding History

US Financial Advisors’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	$327K	Buy	+1,335	New	+$340K	0.1%	71
2022 Q2	–	Sell	-2,617	Closed	-$357K	–	70
2022 Q1	$357K	Hold	2,617	–	–	0.17%	47
2021 Q4	$414K	Buy	2,617 +84	+3%	+$13.8K	0.19%	40
2021 Q3	$415K	Hold	2,533	–	–	0.21%	36
2021 Q2	$394K	Hold	2,533	–	–	0.19%	36
2021 Q1	$386K	Sell	2,533 -65	-3%	-$9.35K	0.11%	97
2020 Q4	$330K	Buy	+2,598	New	+$290K	0.1%	88
2016 Q2	–	Sell	-377	Closed	-$22K	–	224
2016 Q1	$22K	Sell	377 -792	-68%	-$46.3K	0.04%	155
2015 Q4	$77K	Buy	1,169 +503	+76%	+$32.8K	0.07%	111
2015 Q3	$41K	Buy	666 +496	+292%	+$32.5K	0.07%	125
2015 Q2	$12K	Sell	170 -170	-50%	-$11.1K	0.01%	224
2015 Q1	$21K	Hold	340	–	–	0.02%	181
2014 Q4	$21K	Buy	+340	New	+$20.5K	0.02%	179

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

US Financial Advisors's JPM Position: Q1 2025 in Review

US Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2025: 1,335 shares worth $327K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in JPM as recently as Q1 2022.

US Financial Advisors first reported a position in JPM in Q4 2014 and has held it in 13 quarters since. The position peaked at $415K in Q3 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

US Financial Advisors held 1,335 shares of JPMorgan Chase worth $327K as of Q1 2025.
JPMorgan Chase was a new US Financial Advisors position in Q1 2025.
JPMorgan Chase made up 0.1% of US Financial Advisors's portfolio in Q1 2025, its #71 holding.
US Financial Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 13 quarters since.
US Financial Advisors's JPMorgan Chase position peaked at $415K in Q3 2021.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.