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Wade Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Wade Financial Advisory’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 		$248K Sell
1,010
-34
-3% -$8.67K 0.08% 68
2024
Q4 		$250K Hold
1,044
– – 0.08% 69
2024
Q3 		$220K Hold
1,044
– – 0.07% 77
2024
Q2 		$211K Buy
+1,044
New +$204K 0.08% 80

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wade Financial Advisory's JPM Position: Q1 2025 in Review

Wade Financial Advisory reduced its JPMorgan Chase (JPM) stake by 3.3% in Q1 2025, selling an estimated $8.67K and leaving 1,010 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #68.

Wade Financial Advisory first reported a position in JPM in Q2 2024 and has held it in 4 quarters since. The position peaked at $250K in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Wade Financial Advisory held 1,010 shares of JPMorgan Chase worth $248K as of Q1 2025.
  • Wade Financial Advisory sold 34 JPMorgan Chase shares in Q1 2025, an estimated $8.67K.
  • JPMorgan Chase made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #68 holding.
  • Wade Financial Advisory first reported a position in JPMorgan Chase in Q2 2024 and has held it in 4 quarters since.
  • Wade Financial Advisory's JPMorgan Chase position peaked at $250K in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.