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Vancity Investment Management’s JPMorgan Chase JPM Stock Holding History

Vancity Investment 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
Q1 		$10.2M Buy
+34,734
New +$10.5M 1.62% 26
2023
Q4 		– Sell
-94,167
Closed -$13.7M – 67
2023
Q3 		$13.7M Hold
94,167
– – 1.77% 21
2023
Q2 		$13.7M Hold
94,167
– – 1.76% 21
2023
Q1 		$12.3M Sell
94,167
-6,954
-7% -$953K 1.72% 23
2022
Q4 		$13.6M Buy
101,121
+1,004
+1% +$127K 2.03% 17
2022
Q3 		$10.5M Sell
100,117
-1,748
-2% -$201K 1.66% 24
2022
Q2 		$11.5M Sell
101,865
-43,442
-30% -$5.38M 1.63% 20
2022
Q1 		$19.8M Sell
145,307
-4,642
-3% -$685K 2.34% 11
2021
Q4 		$23.7M Buy
149,949
+3,973
+3% +$652K 2.73% 12
2021
Q3 		$23.9M Buy
145,976
+13,666
+10% +$2.14M 3.06% 8
2021
Q2 		$20.6M Buy
132,310
+11,653
+10% +$1.83M 2.88% 7
2021
Q1 		$18.4M Buy
120,657
+3,931
+3% +$566K 3.38% 3
2020
Q4 		$14.8M Buy
+116,726
New +$13M 2.96% 6

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

Vancity Investment Management's JPM Position: Q1 2026 in Review

Vancity Investment Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 34,734 shares worth $10.2M. The stake represents 1.62% of the portfolio and ranks #26 among its holdings. This is a return to the name: Vancity Investment Management previously reported a position in JPM as recently as Q3 2023.

Vancity Investment Management first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. The position peaked at $23.9M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vancity Investment Management held 34,734 shares of JPMorgan Chase worth $10.2M as of Q1 2026.
  • JPMorgan Chase was a new Vancity Investment Management position in Q1 2026.
  • JPMorgan Chase made up 1.62% of Vancity Investment Management's portfolio in Q1 2026, its #26 holding.
  • Vancity Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
  • Vancity Investment Management's JPMorgan Chase position peaked at $23.9M in Q3 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.