JP Morgan Chase
BVFL icon

JP Morgan Chase’s BV Financial BVFL Stock Holding History

JP Morgan Chase’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.4K Sell
2,890
-1,790
-38% -$34K ﹤0.01% 6155
2025
Q4 		$84.9K Sell
4,680
-3,455
-42% -$59.5K ﹤0.01% 5973
2025
Q3 		$131K Buy
8,135
+4,026
+98% +$65.2K ﹤0.01% 5755
2025
Q2 		$62.6K Buy
+4,109
New +$61.8K ﹤0.01% 5824
2024
Q2 		– Sell
-2,532
Closed -$26.2K – 7372
2024
Q1 		$26.2K Buy
2,532
+2,473
+4,192% +$31.6K ﹤0.01% 6155
2023
Q4 		$837 Buy
+59
New +$681 ﹤0.01% 6857

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's BVFL Position: Q1 2026 in Review

JP Morgan Chase reduced its BV Financial (BVFL) stake by 38% in Q1 2026, selling an estimated $34K and leaving 2,890 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6155.

JP Morgan Chase first reported a position in BVFL in Q4 2023 and has held it in 6 quarters since. The position peaked at $131K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • JP Morgan Chase held 2,890 shares of BV Financial worth $55.4K as of Q1 2026.
  • JP Morgan Chase sold 1,790 BV Financial shares in Q1 2026, an estimated $34K.
  • BV Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6155 holding.
  • JP Morgan Chase first reported a position in BV Financial in Q4 2023 and has held it in 6 quarters since.
  • JP Morgan Chase's BV Financial position peaked at $131K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.