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 Q2	$13.3M	Buy	40,566 +5,832	+17%	+$1.81M	1.99%	18
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 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

Vancity Investment Management's JPM Position: Q2 2026 in Review

Vancity Investment Management increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $1.81M and bringing the position to 40,566 shares worth $13.3M. The position accounts for 1.99% of the portfolio, ranked #18.

Vancity Investment Management first reported a position in JPM in Q4 2020 and has held it in 14 quarters since. The position peaked at $23.9M in Q3 2021. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vancity Investment Management held 40,566 shares of JPMorgan Chase worth $13.3M as of Q2 2026.
Vancity Investment Management bought 5,832 JPMorgan Chase shares in Q2 2026, an estimated $1.81M.
JPMorgan Chase made up 1.99% of Vancity Investment Management's portfolio in Q2 2026, its #18 holding.
Vancity Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 14 quarters since.
Vancity Investment Management's JPMorgan Chase position peaked at $23.9M in Q3 2021.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.