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XY Capital’s JPMorgan Chase JPM Stock Holding History

XY Capital’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
-804
Closed -$197K – 124
2025
Q1 		$197K Buy
804
+276
+52% +$70.4K 0.06% 175
2024
Q4 		$127K Buy
+528
New +$123K 0.06% 160
2024
Q1 		– Sell
-1,628
Closed -$294K – 94
2023
Q4 		$277K Buy
+1,628
New +$247K 0.16% 70
2023
Q2 		– Sell
-7,200
Closed -$990K – 123
2023
Q1 		$938K Buy
+7,200
New +$987K 0.37% 62

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

XY Capital's JPM Position: Q2 2025 in Review

XY Capital sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 804 shares — an estimated $197K sold.

XY Capital first reported a position in JPM in Q1 2023 and held it in 4 quarters. The position peaked at $938K in Q1 2023. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • XY Capital reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • XY Capital sold 804 JPMorgan Chase shares in Q2 2025, an estimated $197K.
  • XY Capital first reported a position in JPMorgan Chase in Q1 2023 and held it in 4 quarters.
  • XY Capital's JPMorgan Chase position peaked at $938K in Q1 2023.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.