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Wells Trecaso Financial Group’s JPMorgan Chase JPM Stock Holding History

Wells Trecaso Financial Group’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 		$11.9M Sell
37,574
-26,506
-41% -$7.88M 5.63% 3
2025
Q2 		$18.6M Sell
64,080
-20
-0% -$5.1K 5.74% 3
2025
Q1 		$15.7M Buy
64,100
+127
+0.2% +$32.4K 5.24% 3
2024
Q4 		$15.3M Sell
63,973
-646
-1% -$150K 5.01% 4
2024
Q3 		$13.6M Sell
64,619
-288
-0.4% -$60.7K 4.48% 4
2024
Q2 		$13.1M Sell
64,907
-378
-0.6% -$73.9K 4.54% 4
2024
Q1 		$13.1M Buy
65,285
+741
+1% +$134K 4.62% 4
2023
Q4 		$11M Buy
64,544
+164
+0.3% +$24.9K 4.43% 5
2023
Q3 		$9.34M Buy
64,380
+29
+0% +$4.35K 4.15% 4
2023
Q2 		$9.36M Buy
64,351
+297
+0.5% +$40.8K 4.03% 5
2023
Q1 		$8.35M Buy
64,054
+827
+1% +$113K 3.86% 5
2022
Q4 		$8.48M Buy
63,227
+322
+0.5% +$40.8K 4.23% 5
2022
Q3 		$6.57M Buy
62,905
+678
+1% +$77.8K 3.61% 6
2022
Q2 		$7.01M Buy
62,227
+316
+0.5% +$39.2K 3.63% 6
2022
Q1 		$8.44M Buy
61,911
+1,489
+2% +$220K 3.76% 5
2021
Q4 		$9.57M Sell
60,422
-312
-0.5% -$51.2K 4.16% 3
2021
Q3 		$9.94M Buy
60,734
+279
+0.5% +$43.7K 4.74% 3
2021
Q2 		$9.4M Sell
60,455
-81
-0.1% -$12.7K 4.52% 3
2021
Q1 		$9.22M Sell
60,536
-227
-0.4% -$32.7K 4.86% 3
2020
Q4 		$7.72M Sell
60,763
-2,175
-3% -$243K 4.3% 3
2020
Q3 		$6.06M Buy
62,938
+438
+0.7% +$43K 3.87% 7
2020
Q2 		$5.88M Buy
62,500
+2,221
+4% +$211K 4.05% 7
2020
Q1 		$5.43M Buy
60,279
+805
+1% +$97.8K 4.83% 5
2019
Q4 		$8.29M Sell
59,474
-621
-1% -$79.6K 5.99% 3
2019
Q3 		$7.07M Buy
60,095
+313
+0.5% +$35.4K 5.63% 3
2019
Q2 		$6.68M Sell
59,782
-277
-0.5% -$30.5K 5.5% 3
2019
Q1 		$6.08M Buy
60,059
+146
+0.2% +$15K 5.11% 3
2018
Q4 		$5.85M Buy
59,913
+571
+1% +$60.8K 5.59% 3
2018
Q3 		$6.7M Sell
59,342
-542
-0.9% -$61.5K 5.56% 3
2018
Q2 		$6.24M Buy
59,884
+452
+0.8% +$49.6K 5.85% 3
2018
Q1 		$6.54M Buy
59,432
+2,455
+4% +$278K 6.22% 3
2017
Q4 		$6.09M Buy
+56,977
New +$5.77M 5.97% 3

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

Wells Trecaso Financial Group's JPM Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its JPMorgan Chase (JPM) stake by 41% in Q3 2025, selling an estimated $7.88M and leaving 37,574 shares worth $11.9M. The position accounts for 5.63% of the portfolio, ranked #3.

Wells Trecaso Financial Group first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $18.6M in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Wells Trecaso Financial Group held 37,574 shares of JPMorgan Chase worth $11.9M as of Q3 2025.
  • Wells Trecaso Financial Group sold 26,506 JPMorgan Chase shares in Q3 2025, an estimated $7.88M.
  • JPMorgan Chase made up 5.63% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #3 holding.
  • Wells Trecaso Financial Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
  • Wells Trecaso Financial Group's JPMorgan Chase position peaked at $18.6M in Q2 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.