BOLTON SECURITIES CORPORATION’s JPMorgan Chase JPM Stock Holding History

BOLTON SECURITIES CORPORATION’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	$14.3M	Buy	+58,381	New	+$14.9M	0.84%	16

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JPM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Chase (JPM) in Q1 2025: 58,381 shares worth $14.3M. The stake represents 0.84% of the portfolio and ranks #16 among its holdings.

4,683 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 58,381 shares of JPMorgan Chase worth $14.3M as of Q1 2025.
JPMorgan Chase was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
JPMorgan Chase made up 0.84% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #16 holding.
4,683 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.