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
Q2 		$62K Buy
2,906
+16
+0.6% +$320 ﹤0.01% 6338
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 $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

JP Morgan Chase's BVFL Position: Q2 2026 in Review

JP Morgan Chase increased its BV Financial (BVFL) stake by 0.55% in Q2 2026, buying an estimated $320 and bringing the position to 2,906 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #6338.

JP Morgan Chase first reported a position in BVFL in Q4 2023 and has held it in 7 quarters since. The position peaked at $131K in Q3 2025. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • JP Morgan Chase held 2,906 shares of BV Financial worth $62K as of Q2 2026.
  • JP Morgan Chase bought 16 BV Financial shares in Q2 2026, an estimated $320.
  • BV Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6338 holding.
  • JP Morgan Chase first reported a position in BV Financial in Q4 2023 and has held it in 7 quarters since.
  • JP Morgan Chase's BV Financial position peaked at $131K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.