JP Morgan Chase
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JP Morgan Chase’s Velocity Financial VEL Stock Holding History

JP Morgan Chase’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$663K Buy
36,765
+5,330
+17% +$101K ﹤0.01% 4836
2025
Q4 		$653K Buy
31,435
+1,332
+4% +$25K ﹤0.01% 4873
2025
Q3 		$546K Buy
30,103
+2,578
+9% +$47.1K ﹤0.01% 4970
2025
Q2 		$510K Sell
27,525
-10,573
-28% -$185K ﹤0.01% 4773
2025
Q1 		$713K Buy
38,098
+3,280
+9% +$61.7K ﹤0.01% 4567
2024
Q4 		$681K Buy
34,818
+9,745
+39% +$194K ﹤0.01% 4884
2024
Q3 		$492K Buy
25,073
+17,068
+213% +$322K ﹤0.01% 4901
2024
Q2 		$144K Sell
8,005
-11,635
-59% -$205K ﹤0.01% 5335
2024
Q1 		$354K Buy
19,640
+7,609
+63% +$124K ﹤0.01% 5014
2023
Q4 		$207K Buy
12,031
+6,354
+112% +$86.1K ﹤0.01% 5371
2023
Q3 		$64.2K Sell
5,677
-1,723
-23% -$21K ﹤0.01% 5711
2023
Q2 		$85.3K Buy
7,400
+806
+12% +$7.78K ﹤0.01% 5533
2023
Q1 		$60K Buy
6,594
+790
+14% +$7.54K ﹤0.01% 5644
2022
Q4 		$56K Buy
5,804
+1,164
+25% +$11.7K ﹤0.01% 5588
2022
Q3 		$50K Buy
4,640
+31
+0.7% +$355 ﹤0.01% 5552
2022
Q2 		$51K Buy
4,609
+462
+11% +$4.91K ﹤0.01% 5652
2022
Q1 		$45K Sell
4,147
-8,553
-67% -$105K ﹤0.01% 5834
2021
Q4 		$174K Buy
12,700
+5,891
+87% +$75.9K ﹤0.01% 5429
2021
Q3 		$89K Sell
6,809
-5,313
-44% -$67.7K ﹤0.01% 5632
2021
Q2 		$151K Buy
12,122
+12,115
+173,071% +$128K ﹤0.01% 5376
2021
Q1 		$0 Sell
7
-2
-22% -$15 ﹤0.01% 6372
2020
Q4 		$0 Sell
9
-1,660
-99% -$9.07K ﹤0.01% 5947
2020
Q3 		$8K Sell
1,669
-3,844
-70% -$16.9K ﹤0.01% 5296
2020
Q2 		$22K Sell
5,513
-7,068
-56% -$26.6K ﹤0.01% 5019
2020
Q1 		$95K Buy
+12,581
New +$147K ﹤0.01% 4532

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its Velocity Financial (VEL) stake by 17% in Q1 2026, buying an estimated $101K and bringing the position to 36,765 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #4836.

JP Morgan Chase first reported a position in VEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $713K in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • JP Morgan Chase held 36,765 shares of Velocity Financial worth $663K as of Q1 2026.
  • JP Morgan Chase bought 5,330 Velocity Financial shares in Q1 2026, an estimated $101K.
  • Velocity Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4836 holding.
  • JP Morgan Chase first reported a position in Velocity Financial in Q1 2020 and has held it in 25 quarters since.
  • JP Morgan Chase's Velocity Financial position peaked at $713K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

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