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Waypoint Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Waypoint Wealth Partners’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 		$586K Buy
+2,021
New +$516K 0.14% 43
2025
Q1 		– Sell
-1,461
Closed -$350K – 72
2024
Q4 		$350K Hold
1,461
– – 0.1% 54
2024
Q3 		$308K Sell
1,461
-1,610
-52% -$339K 0.08% 58
2024
Q2 		$621K Buy
+3,071
New +$600K 0.18% 31

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 $1.66T 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

Waypoint Wealth Partners's JPM Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in JPMorgan Chase (JPM) in Q2 2025: 2,021 shares worth $586K. The stake represents 0.14% of the portfolio and ranks #43 among its holdings. This is a return to the name: Waypoint Wealth Partners previously reported a position in JPM as recently as Q4 2024.

Waypoint Wealth Partners first reported a position in JPM in Q2 2024 and has held it in 4 quarters since. The position peaked at $621K in Q2 2024. 4,743 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Waypoint Wealth Partners held 2,021 shares of JPMorgan Chase worth $586K as of Q2 2025.
  • JPMorgan Chase was a new Waypoint Wealth Partners position in Q2 2025.
  • JPMorgan Chase made up 0.14% of Waypoint Wealth Partners's portfolio in Q2 2025, its #43 holding.
  • Waypoint Wealth Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 4 quarters since.
  • Waypoint Wealth Partners's JPMorgan Chase position peaked at $621K in Q2 2024.
  • 4,743 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.