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VanderPol Investments’s JPMorgan Chase JPM Stock Holding History

VanderPol Investments’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
2025
Q4 		$409K Buy
1,268
+28
+2% +$8.67K 0.71% 32
2025
Q3 		$373K Buy
1,240
+161
+15% +$47.9K 0.65% 29
2025
Q2 		$313K Sell
1,079
-42
-4% -$10.7K 0.66% 32
2025
Q1 		$275K Buy
1,121
+10
+0.9% +$2.55K 0.58% 36
2024
Q4 		$266K Buy
1,111
+83
+8% +$19.3K 0.58% 39
2024
Q3 		$217K Buy
1,028
+34
+3% +$7.16K 0.48% 43
2024
Q2 		$201K Buy
+994
New +$194K 0.61% 43

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

VanderPol Investments's JPM Position: Q4 2025 in Review

VanderPol Investments increased its JPMorgan Chase (JPM) stake by 2.3% in Q4 2025, buying an estimated $8.67K and bringing the position to 1,268 shares worth $409K. The position accounts for 0.71% of the portfolio, ranked #32.

VanderPol Investments first reported a position in JPM in Q2 2024 and has held it in 7 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • VanderPol Investments held 1,268 shares of JPMorgan Chase worth $409K as of Q4 2025.
  • VanderPol Investments bought 28 JPMorgan Chase shares in Q4 2025, an estimated $8.67K.
  • JPMorgan Chase made up 0.71% of VanderPol Investments's portfolio in Q4 2025, its #32 holding.
  • VanderPol Investments first reported a position in JPMorgan Chase in Q2 2024 and has held it in 7 quarters since.
  • 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.