WCM Investment Management
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WCM Investment Management’s JPMorgan Chase JPM Stock Holding History

WCM Investment Management’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 		– Sell
-25,507
Closed -$6.19M – 258
2025
Q1 		$6.19M Sell
25,507
-567
-2% -$145K 0.02% 160
2024
Q4 		$6.24M Buy
26,074
+15,816
+154% +$3.68M 0.01% 167
2024
Q3 		$2.16M Buy
10,258
+7,842
+325% +$1.65M ﹤0.01% 198
2024
Q2 		$481K Buy
2,416
+988
+69% +$193K ﹤0.01% 230
2024
Q1 		$286K Sell
1,428
-231
-14% -$41.7K ﹤0.01% 227
2023
Q4 		$283K Buy
+1,659
New +$251K ﹤0.01% 224

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 $3.38T AUM 44.17% 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

WCM Investment Management's JPM Position: Q2 2025 in Review

WCM Investment Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 25,507 shares — an estimated $6.19M sold.

WCM Investment Management first reported a position in JPM in Q4 2023 and held it in 6 quarters. The position peaked at $6.24M in Q4 2024. 4,750 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • WCM Investment Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 25,507 JPMorgan Chase shares in Q2 2025, an estimated $6.19M.
  • WCM Investment Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 6 quarters.
  • WCM Investment Management's JPMorgan Chase position peaked at $6.24M in Q4 2024.
  • 4,750 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.