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Vanguard Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Vanguard Capital Wealth Advisors’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 		$466K Sell
1,425
-649
-31% -$202K 0.32% 63
2026
Q1 		$610K Buy
2,074
+8
+0.4% +$2.43K 0.56% 38
2025
Q4 		$666K Sell
2,066
-122
-6% -$37.8K 0.53% 39
2025
Q3 		$690K Buy
2,188
+3
+0.1% +$892 0.55% 44
2025
Q2 		$633K Sell
2,185
-489
-18% -$125K 0.63% 35
2025
Q1 		$656K Buy
2,674
+3
+0.1% +$765 0.8% 32
2024
Q4 		$640K Buy
2,671
+3
+0.1% +$699 0.7% 30
2024
Q3 		$563K Sell
2,668
-690
-21% -$145K 0.59% 39
2024
Q2 		$679K Buy
3,358
+7
+0.2% +$1.37K 0.46% 45
2024
Q1 		$671K Buy
3,351
+7
+0.2% +$1.26K 0.47% 47
2023
Q4 		$569K Sell
3,344
-192
-5% -$29.1K 0.46% 48
2023
Q3 		$513K Buy
3,536
+900
+34% +$135K 0.47% 53
2023
Q2 		$383K Sell
2,636
-91
-3% -$12.5K 0.35% 65
2023
Q1 		$355K Buy
2,727
+8
+0.3% +$1.1K 0.35% 68
2022
Q4 		$365K Buy
2,719
+208
+8% +$26.4K 0.42% 59
2022
Q3 		$262K Sell
2,511
-189
-7% -$21.7K 0.32% 76
2022
Q2 		$304K Sell
2,700
-1,642
-38% -$203K 0.34% 74
2022
Q1 		$591K Sell
4,342
-342
-7% -$50.5K 0.42% 59
2021
Q4 		$741K Buy
4,684
+2,006
+75% +$329K 0.53% 46
2021
Q3 		$438 Buy
2,678
+6
+0.2% +$941 0.29% 79
2021
Q2 		$415K Buy
2,672
+4
+0.1% +$628 0.31% 87
2021
Q1 		$413K Buy
2,668
+3
+0.1% +$432 0.35% 74
2020
Q4 		$334K Buy
+2,665
New +$298K 0.31% 91
2020
Q2 		$230K Buy
+2,455
New +$233K 0.27% 93
2019
Q4 		$340K Sell
2,446
-146
-6% -$18.7K 0.36% 82
2019
Q3 		$305K Buy
2,592
+280
+12% +$31.7K 0.36% 88
2019
Q2 		$258K Sell
2,312
-150
-6% -$16.5K 0.31% 87
2019
Q1 		$249K Sell
2,462
-325
-12% -$33.5K 0.31% 91
2018
Q4 		$272K Sell
2,787
-22
-0.8% -$2.34K 0.41% 73
2018
Q3 		$316K Buy
2,809
+300
+12% +$34.1K 0.36% 77
2018
Q2 		$261K Hold
2,509
– – 0.35% 92
2018
Q1 		$271K Buy
2,509
+409
+19% +$46.3K 0.36% 80
2017
Q4 		$225K Buy
+2,100
New +$213K 0.28% 102

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Vanguard Capital Wealth Advisors's JPM Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $202K and leaving 1,425 shares worth $466K. The position accounts for 0.32% of the portfolio, ranked #63.

Vanguard Capital Wealth Advisors first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. The position peaked at $741K in Q4 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 1,425 shares of JPMorgan Chase worth $466K as of Q2 2026.
  • Vanguard Capital Wealth Advisors sold 649 JPMorgan Chase shares in Q2 2026, an estimated $202K.
  • JPMorgan Chase made up 0.32% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Vanguard Capital Wealth Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
  • Vanguard Capital Wealth Advisors's JPMorgan Chase position peaked at $741K in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.