V-Square Quantitative Management’s JPMorgan Chase JPM Stock Holding History

V-Square Quantitative 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	$3.43M	Buy	10,469 +2,527	+32%	+$785K	0.33%	41
2026 Q1	$2.34M	Buy	7,942 +209	+3%	+$63.4K	0.25%	65
2025 Q4	$2.49M	Buy	+7,733	New	+$2.39M	0.26%	60
2025 Q3	–	Sell	-2,036	Closed	-$590K	–	375
2025 Q2	$590K	Buy	2,036 +1,031	+103%	+$263K	0.08%	262
2025 Q1	$247K	Buy	1,005 +32	+3%	+$8.16K	0.04%	447
2024 Q4	$233K	Sell	973 -171	-15%	-$39.8K	0.03%	464
2024 Q3	$241K	Hold	1,144	–	–	0.04%	486
2024 Q2	$231K	Sell	1,144 -5,124	-82%	-$1M	0.04%	432
2024 Q1	$1.26M	Hold	6,268	–	–	0.18%	91
2023 Q4	$1.07M	Buy	6,268 +4,837	+338%	+$733K	0.19%	76
2023 Q3	$208K	Buy	+1,431	New	+$215K	0.09%	308

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

V-Square Quantitative Management's JPM Position: Q2 2026 in Review

V-Square Quantitative Management increased its JPMorgan Chase (JPM) stake by 32% in Q2 2026, buying an estimated $785K and bringing the position to 10,469 shares worth $3.43M. The position accounts for 0.33% of the portfolio, ranked #41.

V-Square Quantitative Management first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. 2,312 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

V-Square Quantitative Management held 10,469 shares of JPMorgan Chase worth $3.43M as of Q2 2026.
V-Square Quantitative Management bought 2,527 JPMorgan Chase shares in Q2 2026, an estimated $785K.
JPMorgan Chase made up 0.33% of V-Square Quantitative Management's portfolio in Q2 2026, its #41 holding.
V-Square Quantitative Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
2,312 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.