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
2026 Q1	–	Sell	-2,900	Closed	-$934K	–	202
2025 Q4	$934K	Sell	2,900 -3,100	-52%	-$960K	0.59%	34
2025 Q3	$1.89M	Buy	+6,000	New	+$1.78M	1%	27
2025 Q2	–	Sell	-8,000	Closed	-$1.96M	–	123
2025 Q1	$1.96M	Buy	8,000 +600	+8%	+$153K	0.56%	37
2024 Q4	$1.77M	Buy	7,400 +3,400	+85%	+$792K	0.85%	29
2024 Q3	$843K	Sell	4,000 -5,800	-59%	-$1.22M	0.29%	55
2024 Q2	$1.98M	Sell	9,800 -10,500	-52%	-$2.05M	1.25%	17
2024 Q1	$4.07M	Buy	+20,300	New	+$3.66M	1.82%	16
2023 Q4	–	Sell	-4,000	Closed	-$580K	–	93
2023 Q3	$580K	Sell	4,000 -3,000	-43%	-$450K	0.33%	75
2023 Q2	$1.02M	Buy	7,000 +3,500	+100%	+$481K	0.73%	44
2023 Q1	$456K	Buy	+3,500	New	+$480K	0.18%	82

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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.