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Weybosset Research & Management’s JPMorgan Chase JPM Stock Holding History

Weybosset Research & Management’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
-1,000
Closed -$240K – 44
2024
Q4 		$240K Hold
1,000
– – 0.08% 41
2024
Q3 		$211K Buy
+1,000
New +$211K 0.07% 52
2021
Q4 		$232K Sell
1,465
-160
-10% -$26.3K 0.09% 47
2021
Q3 		$266K Buy
1,625
+125
+8% +$19.6K 0.11% 45
2021
Q2 		$233K Buy
1,500
+150
+11% +$23.6K 0.09% 45
2021
Q1 		$206K Buy
+1,350
New +$194K 0.09% 49
2020
Q3 		– Sell
-9,965
Closed -$937K – 56
2020
Q2 		$937K Buy
9,965
+6,549
+192% +$621K 0.55% 24
2020
Q1 		$291K Sell
3,416
-174
-5% -$21.1K 0.21% 40
2019
Q4 		$500K Hold
3,590
– – 0.26% 36
2019
Q3 		$423K Hold
3,590
– – 0.24% 38
2019
Q2 		$401K Buy
3,590
+75
+2% +$8.27K 0.23% 37
2019
Q1 		$356K Hold
3,515
– – 0.21% 46
2018
Q4 		$343K Hold
3,515
– – 0.23% 41
2018
Q3 		$397K Buy
3,515
+100
+3% +$11.4K 0.23% 41
2018
Q2 		$356K Hold
3,415
– – 0.22% 43
2018
Q1 		$376K Sell
3,415
-175
-5% -$19.8K 0.23% 40
2017
Q4 		$384K Hold
3,590
– – 0.23% 44
2017
Q3 		$343K Buy
3,590
+75
+2% +$6.92K 0.23% 47
2017
Q2 		$321K Buy
3,515
+109
+3% +$9.4K 0.21% 49
2017
Q1 		$299K Buy
3,406
+30
+0.9% +$2.65K 0.2% 46
2016
Q4 		$291K Hold
3,376
– – 0.2% 48
2016
Q3 		$225K Hold
3,376
– – 0.16% 53
2016
Q2 		$210K Buy
+3,376
New +$211K 0.16% 55
2016
Q1 		– Sell
-3,366
Closed -$222K – 56
2015
Q4 		$222K Hold
3,366
– – 0.2% 46
2015
Q3 		$205K Hold
3,366
– – 0.15% 51
2015
Q2 		$228K Buy
+3,366
New +$220K 0.15% 50
2013
Q3 		– Sell
-4,430
Closed -$234K – 49
2013
Q2 		$234K Buy
+4,430
New +$225K 0.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Weybosset Research & Management's JPM Position: Q1 2025 in Review

Weybosset Research & Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,000 shares — an estimated $240K sold.

Weybosset Research & Management first reported a position in JPM in Q2 2013 and held it in 27 quarters. The position peaked at $937K in Q2 2020. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Weybosset Research & Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Weybosset Research & Management sold 1,000 JPMorgan Chase shares in Q1 2025, an estimated $240K.
  • Weybosset Research & Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 27 quarters.
  • Weybosset Research & Management's JPMorgan Chase position peaked at $937K in Q2 2020.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.