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Wealthstream Advisors’s JPMorgan Chase JPM Stock Holding History

Wealthstream Advisors’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
Q3 		$1.47M Buy
4,658
+233
+5% +$69.3K 0.22% 38
2025
Q2 		$1.28M Buy
4,425
+157
+4% +$40.1K 0.21% 42
2025
Q1 		$1.05M Sell
4,268
-96
-2% -$24.5K 0.2% 44
2024
Q4 		$1.05M Sell
4,364
-6
-0.1% -$1.4K 0.19% 45
2024
Q3 		$922K Sell
4,370
-50
-1% -$10.5K 0.17% 50
2024
Q2 		$894K Sell
4,420
-151
-3% -$29.5K 0.33% 48
2024
Q1 		$916K Buy
4,571
+42
+0.9% +$7.58K 0.35% 45
2023
Q4 		$770K Buy
4,529
+466
+11% +$70.6K 0.32% 51
2023
Q3 		$589K Buy
4,063
+246
+6% +$36.9K 0.3% 46
2023
Q2 		$555K Buy
3,817
+528
+16% +$72.6K 0.29% 47
2023
Q1 		$429K Sell
3,289
-38
-1% -$5.21K 0.26% 47
2022
Q4 		$446K Buy
3,327
+24
+0.7% +$3.04K 0.29% 45
2022
Q3 		$345K Buy
3,303
+884
+37% +$101K 0.37% 42
2022
Q2 		$272K Buy
2,419
+124
+5% +$15.4K 0.27% 50
2022
Q1 		$313K Sell
2,295
-221
-9% -$32.6K 0.27% 48
2021
Q4 		$398K Buy
+2,516
New +$413K 0.34% 41

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthstream Advisors's JPM Position: Q3 2025 in Review

Wealthstream Advisors increased its JPMorgan Chase (JPM) stake by 5.3% in Q3 2025, buying an estimated $69.3K and bringing the position to 4,658 shares worth $1.47M. The position accounts for 0.22% of the portfolio, ranked #38.

Wealthstream Advisors first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Wealthstream Advisors held 4,658 shares of JPMorgan Chase worth $1.47M as of Q3 2025.
  • Wealthstream Advisors bought 233 JPMorgan Chase shares in Q3 2025, an estimated $69.3K.
  • JPMorgan Chase made up 0.22% of Wealthstream Advisors's portfolio in Q3 2025, its #38 holding.
  • Wealthstream Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.