Vanguard Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
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 | $438K | 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
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. 5,143 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.
- 5,143 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.