West Coast Financial’s JPMorgan Chase JPM Stock Holding History

West Coast Financial’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	-967	Closed	-$237K	–	82
2025 Q1	$237K	Hold	967	–	–	0.03%	153
2024 Q4	$232K	Sell	967 -22	-2%	-$5.12K	0.03%	155
2024 Q3	$209K	Hold	989	–	–	0.02%	167
2024 Q2	$200K	Buy	+989	New	+$193K	0.02%	165
2022 Q3	–	Sell	-2,319	Closed	-$261K	–	126
2022 Q2	$261K	Sell	2,319 -1,050	-31%	-$130K	0.05%	103
2022 Q1	$459K	Sell	3,369 -603	-15%	-$89K	0.07%	87
2021 Q4	$629K	Buy	3,972 +108	+3%	+$17.7K	0.09%	81
2021 Q3	$633K	Buy	3,864 +1,883	+95%	+$295K	0.1%	82
2021 Q2	$308K	Buy	1,981 +343	+21%	+$53.9K	0.05%	109
2021 Q1	$249K	Buy	+1,638	New	+$236K	0.04%	110
2016 Q4	–	Sell	-4,212	Closed	-$280K	–	131
2016 Q3	$280K	Buy	4,212 +243	+6%	+$15.8K	0.09%	111
2016 Q2	$247K	Buy	+3,969	New	+$248K	0.09%	93

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Coast Financial's JPM Position: Q2 2025 in Review

West Coast Financial sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 967 shares — an estimated $237K sold.

West Coast Financial first reported a position in JPM in Q2 2016 and held it in 12 quarters. The position peaked at $633K in Q3 2021. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

West Coast Financial reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 967 JPMorgan Chase shares in Q2 2025, an estimated $237K.
West Coast Financial first reported a position in JPMorgan Chase in Q2 2016 and held it in 12 quarters.
West Coast Financial's JPMorgan Chase position peaked at $633K in Q3 2021.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.