JP Morgan Chase
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JP Morgan Chase’s i3 Verticals IIIV Stock Holding History

JP Morgan Chase’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Sell
9,541
-1,091
-10% -$22.7K ﹤0.01% 5618
2026
Q1 		$243K Sell
10,632
-1,350
-11% -$31.4K ﹤0.01% 5389
2025
Q4 		$302K Buy
11,982
+954
+9% +$26.9K ﹤0.01% 5312
2025
Q3 		$358K Sell
11,028
-1,355
-11% -$40.8K ﹤0.01% 5206
2025
Q2 		$340K Buy
12,383
+1,266
+11% +$31.7K ﹤0.01% 4971
2025
Q1 		$274K Sell
11,117
-4,760
-30% -$121K ﹤0.01% 5103
2024
Q4 		$366K Buy
15,877
+6,035
+61% +$142K ﹤0.01% 5197
2024
Q3 		$210K Buy
9,842
+44
+0.4% +$987 ﹤0.01% 5383
2024
Q2 		$216K Sell
9,798
-3,627
-27% -$76.5K ﹤0.01% 5124
2024
Q1 		$307K Sell
13,425
-1,638
-11% -$34K ﹤0.01% 5090
2023
Q4 		$319K Sell
15,063
-376
-2% -$7.54K ﹤0.01% 5068
2023
Q3 		$326K Sell
15,439
-2,425
-14% -$56.1K ﹤0.01% 4740
2023
Q2 		$408K Sell
17,864
-555
-3% -$12.9K ﹤0.01% 4618
2023
Q1 		$452K Buy
18,419
+5,409
+42% +$142K ﹤0.01% 4573
2022
Q4 		$317K Buy
13,010
+530
+4% +$12K ﹤0.01% 4793
2022
Q3 		$250K Sell
12,480
-5,385
-30% -$131K ﹤0.01% 4842
2022
Q2 		$447K Sell
17,865
-483
-3% -$12.2K ﹤0.01% 4633
2022
Q1 		$510K Sell
18,348
-18,370
-50% -$453K ﹤0.01% 4683
2021
Q4 		$837K Sell
36,718
-1,870,534
-98% -$41.9M ﹤0.01% 4511
2021
Q3 		$46.2M Sell
1,907,252
-71,517
-4% -$2.06M 0.01% 1221
2021
Q2 		$59.8M Buy
1,978,769
+28,679
+1% +$909K 0.01% 1131
2021
Q1 		$60.7M Sell
1,950,090
-10,929
-0.6% -$348K 0.01% 1079
2020
Q4 		$65.1M Buy
1,961,019
+757,319
+63% +$20.3M 0.01% 964
2020
Q3 		$30.1M Buy
1,203,700
+10,397
+0.9% +$279K 0.01% 1234
2020
Q2 		$36.1M Buy
1,193,303
+409,617
+52% +$10.4M 0.01% 1028
2020
Q1 		$15M Buy
783,686
+770,711
+5,940% +$21.7M ﹤0.01% 1447
2019
Q4 		$367K Buy
12,975
+28
+0.2% +$661 ﹤0.01% 4393
2019
Q3 		$260K Buy
12,947
+2,211
+21% +$54.3K ﹤0.01% 4509
2019
Q2 		$312K Buy
10,736
+8,513
+383% +$211K ﹤0.01% 4459
2019
Q1 		$53K Buy
2,223
+251
+13% +$5.84K ﹤0.01% 5106
2018
Q4 		$48K Buy
1,972
+184
+10% +$3.85K ﹤0.01% 5090
2018
Q3 		$41K Buy
+1,788
New +$31.9K ﹤0.01% 5264

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase reduced its i3 Verticals (IIIV) stake by 10% in Q2 2026, selling an estimated $22.7K and leaving 9,541 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #5618.

JP Morgan Chase first reported a position in IIIV in Q3 2018 and has held it in 32 quarters since. The position peaked at $65.1M in Q4 2020. 134 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • JP Morgan Chase held 9,541 shares of i3 Verticals worth $201K as of Q2 2026.
  • JP Morgan Chase sold 1,091 i3 Verticals shares in Q2 2026, an estimated $22.7K.
  • i3 Verticals made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5618 holding.
  • JP Morgan Chase first reported a position in i3 Verticals in Q3 2018 and has held it in 32 quarters since.
  • JP Morgan Chase's i3 Verticals position peaked at $65.1M in Q4 2020.
  • 134 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

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