Yeomans Consulting Group’s JPMorgan Chase JPM Stock Holding History

Yeomans Consulting 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 Q4	$433K	Sell	1,345 -54	-4%	-$16.7K	0.13%	67
2025 Q3	$435K	Sell	1,399 -26	-2%	-$7.73K	0.15%	70
2025 Q2	$414K	Sell	1,425 -93	-6%	-$23.7K	0.17%	57
2025 Q1	$372K	Buy	1,518 +52	+4%	+$13.3K	0.14%	43
2024 Q4	$351K	Sell	1,466 -48	-3%	-$11.2K	0.13%	65
2024 Q3	$319K	Sell	1,514 -205	-12%	-$43.2K	0.12%	71
2024 Q2	$348K	Buy	1,719 +200	+13%	+$39.1K	0.13%	62
2024 Q1	$304K	Buy	1,519 +30	+2%	+$5.41K	0.13%	60
2023 Q4	$253K	Buy	+1,489	New	+$226K	0.13%	59

Other funds holding JPM

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Yeomans Consulting Group's JPM Position: Q4 2025 in Review

Yeomans Consulting Group reduced its JPMorgan Chase (JPM) stake by 3.9% in Q4 2025, selling an estimated $16.7K and leaving 1,345 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #67.

Yeomans Consulting Group first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $435K in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Yeomans Consulting Group held 1,345 shares of JPMorgan Chase worth $433K as of Q4 2025.
Yeomans Consulting Group sold 54 JPMorgan Chase shares in Q4 2025, an estimated $16.7K.
JPMorgan Chase made up 0.13% of Yeomans Consulting Group's portfolio in Q4 2025, its #67 holding.
Yeomans Consulting Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's JPMorgan Chase position peaked at $435K in Q3 2025.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.