WMS Partners’s JPMorgan Chase JPM Stock Holding History

WMS Partners’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	-19,114	Closed	-$4.58M	–	148
2024 Q4	$4.58M	Sell	19,114 -1,172	-6%	-$273K	0.26%	46
2024 Q3	$4.28M	Buy	20,286 +124	+0.6%	+$26.1K	0.24%	50
2024 Q2	$4.08M	Buy	20,162 +4,063	+25%	+$794K	0.26%	45
2024 Q1	$3.22M	Buy	16,099 +797	+5%	+$144K	0.22%	53
2023 Q4	$2.6M	Sell	15,302 -3,659	-19%	-$554K	0.19%	55
2023 Q3	$2.75M	Sell	18,961 -623	-3%	-$93.4K	0.22%	53
2023 Q2	$2.85M	Sell	19,584 -180	-0.9%	-$24.8K	0.22%	52
2023 Q1	$2.58M	Sell	19,764 -3,228	-14%	-$442K	0.23%	51
2022 Q4	$3.08M	Buy	22,992 +2,416	+12%	+$306K	0.31%	47
2022 Q3	$2.15M	Buy	20,576 +540	+3%	+$62K	0.29%	51
2022 Q2	$2.26M	Sell	20,036 -98	-0.5%	-$12.1K	0.35%	46
2022 Q1	$2.75M	Buy	20,134 +175	+0.9%	+$25.8K	0.38%	39
2021 Q4	$3.16M	Buy	19,959 +126	+0.6%	+$20.7K	0.67%	30
2021 Q3	$3.25M	Sell	19,833 -668	-3%	-$105K	0.48%	34
2021 Q2	$3.19M	Buy	20,501 +285	+1%	+$44.8K	0.47%	36
2021 Q1	$3.08M	Buy	20,216 +644	+3%	+$92.7K	0.7%	32
2020 Q4	$2.49M	Sell	19,572 -162	-0.8%	-$18.1K	0.43%	37
2020 Q3	$1.9M	Buy	19,734 +4	+0%	+$393	0.37%	39
2020 Q2	$1.86M	Sell	19,730 -316	-2%	-$30K	0.38%	42
2020 Q1	$1.8M	Buy	20,046 +1,598	+9%	+$194K	0.5%	40
2019 Q4	$2.57M	Sell	18,448 -142	-0.8%	-$18.2K	0.57%	39
2019 Q3	$2.19M	Buy	18,590 +2,802	+18%	+$317K	0.53%	39
2019 Q2	$1.76M	Buy	15,788 +2,134	+16%	+$235K	0.43%	43
2019 Q1	$1.38M	Buy	13,654 +172	+1%	+$17.7K	0.34%	47
2018 Q4	$1.32M	Buy	13,482 +283	+2%	+$30.2K	0.37%	46
2018 Q3	$1.49M	Buy	13,199 +586	+5%	+$66.5K	0.17%	67
2018 Q2	$1.31M	Sell	12,613 -848	-6%	-$93K	0.15%	70
2018 Q1	$1.48M	Buy	13,461 +11	+0.1%	+$1.25K	0.18%	70
2017 Q4	$1.44M	Sell	13,450 -1,094	-8%	-$111K	0.16%	74
2017 Q3	$1.39M	Buy	14,544 +427	+3%	+$39.4K	0.17%	70
2017 Q2	$1.29M	Buy	14,117 +338	+2%	+$29.2K	0.16%	70
2017 Q1	$1.21M	Buy	13,779 +215	+2%	+$19K	0.15%	69
2016 Q4	$1.17M	Buy	13,564 +55	+0.4%	+$4.19K	0.16%	70
2016 Q3	$900K	Buy	13,509 +2,910	+27%	+$190K	0.12%	80
2016 Q2	$659K	Sell	10,599 -5,322	-33%	-$332K	0.09%	88
2016 Q1	$943K	Buy	15,921 +1,335	+9%	+$78K	0.13%	81
2015 Q4	$963K	Sell	14,586 -199	-1%	-$13K	0.14%	80
2015 Q3	$901K	Sell	14,785 -10,583	-42%	-$693K	0.14%	81
2015 Q2	$1.72M	Sell	25,368 -4,843	-16%	-$316K	0.2%	93
2015 Q1	$1.83M	Buy	30,211 +10,907	+57%	+$646K	0.22%	85
2014 Q4	$1.21M	Sell	19,304 -2,506	-11%	-$151K	0.19%	70
2014 Q3	$1.31M	Buy	21,810 +1,068	+5%	+$62.4K	0.21%	72
2014 Q2	$1.2M	Sell	20,742 -1,500	-7%	-$84.3K	0.18%	78
2014 Q1	$1.35M	Buy	22,242 +2,510	+13%	+$145K	0.22%	71
2013 Q4	$1.15M	Buy	19,732 +1,775	+10%	+$97.2K	0.19%	76
2013 Q3	$928K	Sell	17,957 -2,575	-13%	-$138K	0.18%	77
2013 Q2	$1.08M	Buy	+20,532	New	+$1.04M	0.2%	74

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

WMS Partners's JPM Position: Q1 2025 in Review

WMS Partners sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 19,114 shares — an estimated $4.58M sold.

WMS Partners first reported a position in JPM in Q2 2013 and held it in 47 quarters. The position peaked at $4.58M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

WMS Partners reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 19,114 JPMorgan Chase shares in Q1 2025, an estimated $4.58M.
WMS Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 47 quarters.
WMS Partners's JPMorgan Chase position peaked at $4.58M in Q4 2024.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.