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Vance Wealth’s JPMorgan Chase JPM Stock Holding History

Vance Wealth’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 		$1.24M Buy
3,799
+518
+16% +$161K 0.28% 51
2026
Q1 		$965K Buy
3,281
+176
+6% +$53.4K 0.28% 53
2025
Q4 		$1M Sell
3,105
-192
-6% -$59.4K 0.3% 49
2025
Q3 		$1.04M Sell
3,297
-93
-3% -$27.7K 0.32% 51
2025
Q2 		$983K Buy
3,390
+39
+1% +$9.95K 0.33% 51
2025
Q1 		$822K Buy
3,351
+459
+16% +$117K 0.31% 52
2024
Q4 		$693K Buy
2,892
+251
+10% +$58.5K 0.27% 48
2024
Q3 		$557K Buy
2,641
+38
+1% +$8K 0.21% 58
2024
Q2 		$526K Hold
2,603
– – 0.22% 58
2024
Q1 		$521K Buy
2,603
+145
+6% +$26.2K 0.21% 51
2023
Q4 		$418K Buy
2,458
+157
+7% +$23.8K 0.18% 51
2023
Q3 		$334K Hold
2,301
– – 0.16% 59
2023
Q2 		$335K Buy
2,301
+238
+12% +$32.7K 0.15% 58
2023
Q1 		$269K Buy
2,063
+214
+12% +$29.3K 0.14% 61
2022
Q4 		$248K Sell
1,849
-120
-6% -$15.2K 0.15% 63
2022
Q3 		$206K Buy
+1,969
New +$226K 0.16% 61
2022
Q2 		– Sell
-1,656
Closed -$226K – 64
2022
Q1 		$226K Buy
1,656
+35
+2% +$5.17K 0.29% 52
2021
Q4 		$257K Buy
+1,621
New +$266K 0.25% 49

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vance Wealth's JPM Position: Q2 2026 in Review

Vance Wealth increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $161K and bringing the position to 3,799 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #51.

Vance Wealth first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vance Wealth held 3,799 shares of JPMorgan Chase worth $1.24M as of Q2 2026.
  • Vance Wealth bought 518 JPMorgan Chase shares in Q2 2026, an estimated $161K.
  • JPMorgan Chase made up 0.28% of Vance Wealth's portfolio in Q2 2026, its #51 holding.
  • Vance Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.