JP Morgan Chase
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JP Morgan Chase’s Willamette Valley Vineyards WVVI Stock Holding History

JP Morgan Chase’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$48 – 7702
2025
Q1 		$48 Sell
8
-1
-11% -$6 ﹤0.01% 6993
2024
Q4 		$30 Hold
9
– – ﹤0.01% 7215
2024
Q3 		$31 Hold
9
– – ﹤0.01% 7194
2024
Q2 		$35 Hold
9
– – ﹤0.01% 7093
2024
Q1 		$45 Buy
9
+3
+50% +$16 ﹤0.01% 7060
2023
Q4 		$32 Buy
6
+2
+50% +$11 ﹤0.01% 7269
2023
Q3 		$23 Buy
+4
New +$24 ﹤0.01% 7146
2021
Q4 		– Sell
-143
Closed -$2K – 7002
2021
Q3 		$2K Buy
+143
New +$1.84K ﹤0.01% 6350

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

JP Morgan Chase's WVVI Position: Q2 2025 in Review

JP Morgan Chase sold out of Willamette Valley Vineyards (WVVI) in Q2 2025, closing a stake of 8 shares — an estimated $48 sold.

JP Morgan Chase first reported a position in WVVI in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 39 funds tracked by Wall St. Rank hold WVVI as of Q2 2025.

  • JP Morgan Chase reported no remaining Willamette Valley Vineyards position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8 Willamette Valley Vineyards shares in Q2 2025, an estimated $48.
  • JP Morgan Chase first reported a position in Willamette Valley Vineyards in Q3 2021 and held it in 8 quarters.
  • JP Morgan Chase's Willamette Valley Vineyards position peaked at $2K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.