V2 Financial group’s JPMorgan Chase JPM Stock Holding History

V2 Financial group’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	$263K	Buy	802 +10	+1%	+$3.1K	0.1%	106
2026 Q1	$233K	Buy	792 +92	+13%	+$27.9K	0.11%	97
2025 Q4	$226K	Hold	700	–	–	0.11%	89
2025 Q3	$221K	Hold	700	–	–	0.12%	84
2025 Q2	$203K	Buy	+700	New	+$179K	0.12%	83

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

V2 Financial group's JPM Position: Q2 2026 in Review

V2 Financial group increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $3.1K and bringing the position to 802 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #106.

V2 Financial group first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

V2 Financial group held 802 shares of JPMorgan Chase worth $263K as of Q2 2026.
V2 Financial group bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.1% of V2 Financial group's portfolio in Q2 2026, its #106 holding.
V2 Financial group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.