Wela Strategies’s JPMorgan Chase JPM Stock Holding History

Wela Strategies’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 Q1	–	Sell	-1,398	Closed	-$679K	–	65
2024 Q4	$679K	Buy	+1,398	New	+$326K	0.29%	23

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

Wela Strategies's JPM Position: Q1 2025 in Review

Wela Strategies sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,398 shares — an estimated $679K sold.

Wela Strategies first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $679K in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Wela Strategies reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Wela Strategies sold 1,398 JPMorgan Chase shares in Q1 2025, an estimated $679K.
Wela Strategies first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
Wela Strategies's JPMorgan Chase position peaked at $679K in Q4 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.