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Visionary Horizons’s JPMorgan Chase JPM Stock Holding History

Visionary Horizons’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
-3,254
Closed -$780K – 100
2024
Q4 		$780K Buy
3,254
+213
+7% +$49.6K 0.51% 29
2024
Q3 		$641K Buy
3,041
+13
+0.4% +$2.74K 0.43% 42
2024
Q2 		$613K Sell
3,028
-79
-3% -$15.4K 0.45% 37
2024
Q1 		$568K Sell
3,107
-32
-1% -$5.77K 0.44% 39
2023
Q4 		$534K Buy
+3,139
New +$476K 0.43% 39

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Visionary Horizons's JPM Position: Q1 2025 in Review

Visionary Horizons sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 3,254 shares — an estimated $780K sold.

Visionary Horizons first reported a position in JPM in Q4 2023 and held it in 5 quarters. The position peaked at $780K in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Visionary Horizons reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Visionary Horizons sold 3,254 JPMorgan Chase shares in Q1 2025, an estimated $780K.
  • Visionary Horizons first reported a position in JPMorgan Chase in Q4 2023 and held it in 5 quarters.
  • Visionary Horizons's JPMorgan Chase position peaked at $780K in Q4 2024.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Visionary Horizons's 13F filing for Q1 2025, filed 15 Apr 2025.