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WFA Asset Management’s JPMorgan Chase JPM Stock Holding History

WFA Asset 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
Q3 		$223K Buy
1,058
+5
+0.5% +$1.49K 0.12% 54
2025
Q2 		$213K Sell
1,053
-163
-13% -$41.6K 0.12% 56
2025
Q1 		$244K Buy
1,216
+152
+14% +$38.8K 0.13% 53
2024
Q4 		$255K Buy
1,064
+6
+0.6% +$1.4K 0.14% 53
2024
Q3 		$223K Buy
1,058
+5
+0.5% +$1.05K 0.12% 54
2024
Q2 		$213K Sell
1,053
-163
-13% -$31.9K 0.12% 56
2024
Q1 		$244K Buy
1,216
+412
+51% +$74.3K 0.13% 53
2023
Q4 		$137K Buy
804
+6
+0.8% +$909 0.07% 57
2023
Q3 		$116K Buy
798
+5
+0.6% +$750 0.07% 66
2023
Q2 		$115K Buy
793
+5
+0.6% +$688 0.07% 68
2023
Q1 		$103K Buy
788
+6
+0.8% +$822 0.06% 72
2022
Q4 		$105K Sell
782
-567
-42% -$71.8K 0.07% 69
2022
Q3 		$141K Buy
1,349
+12
+0.9% +$1.38K 0.1% 58
2022
Q2 		$151K Buy
1,337
+11
+0.8% +$1.36K 0.11% 58
2022
Q1 		$181K Buy
1,326
+9
+0.7% +$1.33K 0.12% 52
2021
Q4 		$209K Buy
+1,317
New +$216K 0.14% 44

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

WFA Asset Management's JPM Position: Q3 2025 in Review

WFA Asset Management increased its JPMorgan Chase (JPM) stake by 0.47% in Q3 2025, buying an estimated $1.49K and bringing the position to 1,058 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #54.

WFA Asset Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $255K in Q4 2024. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • WFA Asset Management held 1,058 shares of JPMorgan Chase worth $223K as of Q3 2025.
  • WFA Asset Management bought 5 JPMorgan Chase shares in Q3 2025, an estimated $1.49K.
  • JPMorgan Chase made up 0.12% of WFA Asset Management's portfolio in Q3 2025, its #54 holding.
  • WFA Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's JPMorgan Chase position peaked at $255K in Q4 2024.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.