Win Advisors’s JPMorgan Chase JPM Stock Holding History

Win Advisors’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	-4,004	Closed	-$982K	–	67
2025 Q1	$982K	Buy	+4,004	New	+$1.02M	0.5%	34
2023 Q1	–	Sell	-174	Closed	-$23.3K	–	94
2022 Q4	$23.3K	Buy	+174	New	+$22K	0.01%	76

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

Win Advisors's JPM Position: Q2 2025 in Review

Win Advisors sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 4,004 shares — an estimated $982K sold.

Win Advisors first reported a position in JPM in Q4 2022 and held it in 2 quarters. The position peaked at $982K in Q1 2025. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Win Advisors reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Win Advisors sold 4,004 JPMorgan Chase shares in Q2 2025, an estimated $982K.
Win Advisors first reported a position in JPMorgan Chase in Q4 2022 and held it in 2 quarters.
Win Advisors's JPMorgan Chase position peaked at $982K in Q1 2025.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.