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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
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 $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

CVA Family Office's JPM Position: Q1 2026 in Review

CVA Family Office increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $455K and bringing the position to 13,672 shares worth $4.02M. The position accounts for 0.42% of the portfolio, ranked #47.

CVA Family Office first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CVA Family Office held 13,672 shares of JPMorgan Chase worth $4.02M as of Q1 2026.
  • CVA Family Office bought 1,498 JPMorgan Chase shares in Q1 2026, an estimated $455K.
  • JPMorgan Chase made up 0.42% of CVA Family Office's portfolio in Q1 2026, its #47 holding.
  • CVA Family Office first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.