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Wood Tarver Financial Group’s JPMorgan Chase JPM Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-497
Closed -$143K – 402
2025
Q2 		$143K Buy
497
+45
+10% +$11.5K 0.04% 166
2025
Q1 		$111K Buy
452
+31
+7% +$7.9K 0.04% 180
2024
Q4 		$100K Buy
+421
New +$98.1K 0.03% 195

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

Wood Tarver Financial Group's JPM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 497 shares — an estimated $143K sold.

Wood Tarver Financial Group first reported a position in JPM in Q4 2024 and held it in 3 quarters. The position peaked at $143K in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 497 JPMorgan Chase shares in Q3 2025, an estimated $143K.
  • Wood Tarver Financial Group first reported a position in JPMorgan Chase in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's JPMorgan Chase position peaked at $143K in Q2 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.