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Wambolt & Associates’s JPMorgan Chase JPM Stock Holding History

Wambolt & Associates’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 		$1.24M Sell
4,267
-194
-4% -$49.5K 0.42% 72
2025
Q1 		$1.09M Sell
4,461
-1,013
-19% -$258K 0.37% 79
2024
Q4 		$1.31M Sell
5,474
-3,265
-37% -$760K 0.42% 75
2024
Q3 		$1.81M Sell
8,739
-622
-7% -$131K 0.49% 70
2024
Q2 		$1.92M Buy
9,361
+44
+0.5% +$8.6K 0.56% 55
2024
Q1 		$1.85M Sell
9,317
-4,677
-33% -$844K 0.55% 58
2023
Q4 		$2.38M Sell
13,994
-1,114
-7% -$169K 0.78% 33
2023
Q3 		$2.17M Buy
15,108
+614
+4% +$92K 0.79% 32
2023
Q2 		$2.11M Sell
14,494
-157
-1% -$21.6K 0.75% 32
2023
Q1 		$1.91M Buy
14,651
+18
+0.1% +$2.47K 0.68% 40
2022
Q4 		$1.96M Buy
14,633
+3
+0% +$380 0.75% 33
2022
Q3 		$1.53M Sell
14,630
-167
-1% -$19.2K 0.65% 45
2022
Q2 		$1.67M Sell
14,797
-24
-0.2% -$2.97K 0.67% 42
2022
Q1 		$2M Sell
14,821
-5,096
-26% -$752K 0.73% 38
2021
Q4 		$3.15M Buy
19,917
+410
+2% +$67.3K 1.14% 12
2021
Q3 		$3.26M Buy
19,507
+1,044
+6% +$164K 1.31% 8
2021
Q2 		$2.9M Buy
18,463
+4,549
+33% +$714K 1.23% 9
2021
Q1 		$2.14M Buy
13,914
+1,844
+15% +$265K 1.11% 16
2020
Q4 		$1.53M Buy
12,070
+271
+2% +$30.3K 0.92% 23
2020
Q3 		$1.14M Buy
11,799
+928
+9% +$91.1K 0.85% 28
2020
Q2 		$1.02M Buy
10,871
+2,868
+36% +$272K 0.8% 34
2020
Q1 		$721K Buy
8,003
+2,442
+44% +$297K 0.75% 40
2019
Q4 		$775K Buy
5,561
+1,091
+24% +$140K 0.59% 55
2019
Q3 		$526K Buy
4,470
+43
+1% +$4.86K 0.43% 75
2019
Q2 		$495K Buy
4,427
+1,284
+41% +$142K 0.42% 76
2019
Q1 		$330K Buy
+3,143
New +$324K 0.3% 111

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

Wambolt & Associates's JPM Position: Q2 2025 in Review

Wambolt & Associates reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2025, selling an estimated $49.5K and leaving 4,267 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #72.

Wambolt & Associates first reported a position in JPM in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.26M in Q3 2021. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Wambolt & Associates held 4,267 shares of JPMorgan Chase worth $1.24M as of Q2 2025.
  • Wambolt & Associates sold 194 JPMorgan Chase shares in Q2 2025, an estimated $49.5K.
  • JPMorgan Chase made up 0.42% of Wambolt & Associates's portfolio in Q2 2025, its #72 holding.
  • Wambolt & Associates first reported a position in JPMorgan Chase in Q1 2019 and has held it in 26 quarters since.
  • Wambolt & Associates's JPMorgan Chase position peaked at $3.26M in Q3 2021.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.