WGCA
JPM icon

Wolf Group Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Wolf Group Capital 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
Q1 		$640K Buy
+2,609
New +$665K 0.22% 102
2024
Q3 		– Sell
-1,664
Closed -$337K – 124
2024
Q2 		$337K Buy
+1,664
New +$325K 0.13% 104

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

Wolf Group Capital Advisors's JPM Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2025: 2,609 shares worth $640K. The stake represents 0.22% of the portfolio and ranks #102 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in JPM as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in JPM in Q2 2024 and has held it in 2 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Wolf Group Capital Advisors held 2,609 shares of JPMorgan Chase worth $640K as of Q1 2025.
  • JPMorgan Chase was a new Wolf Group Capital Advisors position in Q1 2025.
  • JPMorgan Chase made up 0.22% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #102 holding.
  • Wolf Group Capital Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 2 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.