JPG
V icon

Jordan Park Group’s Visa V Stock Holding History

Jordan Park Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Sell
700
-410
-37% -$132K 0.01% 69
2025
Q4 		$389K Hold
1,110
– – 0.02% 61
2025
Q3 		$379K Hold
1,110
– – 0.02% 60
2025
Q2 		$394K Hold
1,110
– – 0.03% 61
2025
Q1 		$389K Hold
1,110
– – 0.03% 61
2024
Q4 		$351K Buy
1,110
+167
+18% +$50.2K 0.03% 63
2024
Q3 		$259K Buy
+943
New +$255K 0.02% 67
2021
Q3 		– Sell
-2,156
Closed -$504K – 97
2021
Q2 		$504K Buy
+2,156
New +$493K 1.13% 23
2019
Q3 		– Sell
-1,205
Closed -$209K – 42
2019
Q2 		$209K Buy
+1,205
New +$197K 0.02% 40

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BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return