PVG Asset Management’s JPMorgan Chase JPM Stock Holding History

PVG Asset Management’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 Q2	$237K	Hold	723	–	–	0.14%	109
2026 Q1	$231K	Sell	723 -57	-7%	-$17.3K	0.14%	104
2025 Q4	$251K	Hold	780	–	–	0.53%	65
2025 Q3	$246K	Hold	780	–	–	0.91%	43
2025 Q2	$226K	Buy	+780	New	+$199K	0.77%	46
2018 Q4	–	Sell	-2,348	Closed	-$264K	–	72
2018 Q3	$264K	Hold	2,348	–	–	0.19%	71
2018 Q2	$244K	Hold	2,348	–	–	0.14%	87
2018 Q1	$258K	Sell	2,348 -3,062	-57%	-$347K	0.14%	82
2017 Q4	$579K	Sell	5,410 -6,500	-55%	-$658K	0.26%	68
2017 Q3	$1.14M	Sell	11,910 -40	-0.3%	-$3.69K	0.5%	51
2017 Q2	$1.09M	Buy	11,950 +410	+4%	+$35.4K	0.41%	52
2017 Q1	$1.01M	Buy	+11,540	New	+$1.02M	0.31%	70
2015 Q1	–	Sell	-85,562	Closed	-$5.35M	–	83
2014 Q4	$5.35M	Buy	+85,562	New	+$5.15M	1.27%	20

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PVG Asset Management's JPM Position: Q2 2026 in Review

PVG Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 723 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #109.

PVG Asset Management first reported a position in JPM in Q4 2014 and has held it in 13 quarters since. The position peaked at $5.35M in Q4 2014. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PVG Asset Management held 723 shares of JPMorgan Chase worth $237K as of Q2 2026.
PVG Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.14% of PVG Asset Management's portfolio in Q2 2026, its #109 holding.
PVG Asset Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 13 quarters since.
PVG Asset Management's JPMorgan Chase position peaked at $5.35M in Q4 2014.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PVG Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.