Wealth Advisors of Tampa Bay’s JPMorgan Chase JPM Stock Holding History

Wealth Advisors of Tampa Bay’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 Q4	–	Sell	-640	Closed	-$202K	–	96
2025 Q3	$202K	Buy	+640	New	+$190K	0.07%	91
2025 Q2	–	Sell	-640	Closed	-$157K	–	123
2025 Q1	$157K	Buy	+640	New	+$163K	0.06%	92
2023 Q4	–	Sell	-1,402	Closed	-$203K	–	91
2023 Q3	$203K	Buy	+1,402	New	+$210K	0.06%	97
2022 Q2	–	Sell	-1,522	Closed	-$208K	–	105
2022 Q1	$208K	Hold	1,522	–	–	0.06%	104
2021 Q4	$241K	Buy	+1,522	New	+$250K	0.06%	100

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Advisors of Tampa Bay's JPM Position: Q4 2025 in Review

Wealth Advisors of Tampa Bay sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 640 shares — an estimated $202K sold.

Wealth Advisors of Tampa Bay first reported a position in JPM in Q4 2021 and held it in 5 quarters. The position peaked at $241K in Q4 2021. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Wealth Advisors of Tampa Bay reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 640 JPMorgan Chase shares in Q4 2025, an estimated $202K.
Wealth Advisors of Tampa Bay first reported a position in JPMorgan Chase in Q4 2021 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's JPMorgan Chase position peaked at $241K in Q4 2021.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2025, filed 9 Feb 2026.