JVL Associates
JPM icon

JVL Associates’s JPMorgan Chase JPM Stock Holding History

JVL Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$827K Buy
2,501
+35
+1% +$12.2K 0.24% 35
2026
Q2 		$807K Buy
2,466
+38
+2% +$11.8K 0.23% 34
2026
Q1 		$714K Buy
2,428
+363
+18% +$110K 0.24% 35
2025
Q4 		$665K Sell
2,065
-28
-1% -$8.67K 0.22% 40
2025
Q3 		$660K Sell
2,093
-1
-0% -$297 0.22% 38
2025
Q2 		$607K Buy
2,094
+36
+2% +$9.19K 0.22% 38
2025
Q1 		$505K Sell
2,058
-276
-12% -$70.4K 0.2% 37
2024
Q4 		$559K Buy
2,334
+308
+15% +$71.7K 0.21% 37
2024
Q3 		$427K Buy
2,026
+124
+7% +$26.1K 0.16% 39
2024
Q2 		$385K Sell
1,902
-9
-0.5% -$1.76K 0.15% 39
2024
Q1 		$383K Buy
1,911
+715
+60% +$129K 0.16% 39
2023
Q4 		$203K Buy
+1,196
New +$181K 0.09% 43

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

JVL Associates's JPM Position: Q3 2026 in Review

JVL Associates increased its JPMorgan Chase (JPM) stake by 1.4% in Q3 2026, buying an estimated $12.2K and bringing the position to 2,501 shares worth $827K. The position accounts for 0.24% of the portfolio, ranked #35.

JVL Associates first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • JVL Associates held 2,501 shares of JPMorgan Chase worth $827K as of Q3 2026.
  • JVL Associates bought 35 JPMorgan Chase shares in Q3 2026, an estimated $12.2K.
  • JPMorgan Chase made up 0.24% of JVL Associates's portfolio in Q3 2026, its #35 holding.
  • JVL Associates first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.