VW
JPM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vance Wealth's JPM Position: Q1 2026 in Review

Vance Wealth increased its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, buying an estimated $53.4K and bringing the position to 3,281 shares worth $965K. The position accounts for 0.28% of the portfolio, ranked #53.

Vance Wealth first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vance Wealth held 3,281 shares of JPMorgan Chase worth $965K as of Q1 2026.
  • Vance Wealth bought 176 JPMorgan Chase shares in Q1 2026, an estimated $53.4K.
  • JPMorgan Chase made up 0.28% of Vance Wealth's portfolio in Q1 2026, its #53 holding.
  • Vance Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Vance Wealth's JPMorgan Chase position peaked at $1.04M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.