CFO
JPM icon

CVA Family Office’s JPMorgan Chase JPM Stock Holding History

CVA Family Office’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
Q2 		$4.56M Buy
13,920
+248
+2% +$77K 0.41% 47
2026
Q1 		$4.02M Buy
13,672
+1,498
+12% +$455K 0.42% 47
2025
Q4 		$3.92M Buy
12,174
+624
+5% +$193K 0.45% 48
2025
Q3 		$3.64M Buy
11,550
+68
+0.6% +$20.2K 0.47% 47
2025
Q2 		$3.33M Sell
11,482
-130
-1% -$33.2K 0.47% 45
2025
Q1 		$2.85M Buy
11,612
+405
+4% +$103K 0.44% 50
2024
Q4 		$2.69M Buy
11,207
+504
+5% +$117K 0.43% 52
2024
Q3 		$2.26M Buy
10,703
+36
+0.3% +$7.58K 0.37% 53
2024
Q2 		$2.16M Buy
10,667
+114
+1% +$22.3K 0.39% 46
2024
Q1 		$2.11M Buy
10,553
+21
+0.2% +$3.79K 0.38% 46
2023
Q4 		$1.79M Buy
10,532
+46
+0.4% +$6.97K 0.35% 49
2023
Q3 		$1.52M Buy
10,486
+501
+5% +$75.1K 0.35% 53
2023
Q2 		$1.45M Buy
9,985
+468
+5% +$64.4K 0.3% 58
2023
Q1 		$1.24M Buy
9,517
+588
+7% +$80.6K 0.28% 62
2022
Q4 		$1.2M Buy
8,929
+244
+3% +$30.9K 0.29% 58
2022
Q3 		$908K Buy
8,685
+2,112
+32% +$242K 0.25% 70
2022
Q2 		$740K Sell
6,573
-1,041
-14% -$129K 0.2% 83
2022
Q1 		$1.04M Sell
7,614
-374
-5% -$55.2K 0.25% 68
2021
Q4 		$1.26M Buy
7,988
+5,298
+197% +$870K 0.31% 51
2021
Q3 		$259K Sell
2,690
-5,296
-66% -$830K 0.19% 77
2021
Q2 		$1.24M Buy
7,986
+2,898
+57% +$455K 0.35% 49
2021
Q1 		$775K Buy
5,088
+2,451
+93% +$353K 0.29% 52
2020
Q4 		$335K Sell
2,637
-53
-2% -$5.92K 0.21% 73
2020
Q3 		$259K Buy
2,690
+385
+17% +$37.8K 0.19% 77
2020
Q2 		$217K Buy
2,305
+285
+14% +$27K 0.18% 82
2020
Q1 		$182K Sell
2,020
-623
-24% -$75.7K 0.18% 76
2019
Q4 		$368K Buy
+2,643
New +$339K 0.34% 53

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CVA Family Office's JPM Position: Q2 2026 in Review

CVA Family Office increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $77K and bringing the position to 13,920 shares worth $4.56M. The position accounts for 0.41% of the portfolio, ranked #47.

CVA Family Office first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CVA Family Office held 13,920 shares of JPMorgan Chase worth $4.56M as of Q2 2026.
  • CVA Family Office bought 248 JPMorgan Chase shares in Q2 2026, an estimated $77K.
  • JPMorgan Chase made up 0.41% of CVA Family Office's portfolio in Q2 2026, its #47 holding.
  • CVA Family Office first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.