Vanguard Personalized Indexing Management
JPM icon

Vanguard Personalized Indexing Management’s JPMorgan Chase JPM Stock Holding History

Vanguard Personalized Indexing 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 		$178M Buy
542,873
+40,408
+8% +$12.5M 1.46% 11
2026
Q1 		$148M Buy
502,465
+18,917
+4% +$5.74M 1.45% 9
2025
Q4 		$156M Buy
483,548
+30,850
+7% +$9.55M 1.52% 10
2025
Q3 		$143M Buy
452,698
+10,042
+2% +$2.99M 1.46% 9
2025
Q2 		$128M Buy
442,656
+77,378
+21% +$19.7M 1.45% 8
2025
Q1 		$89.6M Buy
365,278
+17,819
+5% +$4.54M 1.32% 9
2024
Q4 		$83.3M Buy
347,459
+18,957
+6% +$4.42M 1.26% 9
2024
Q3 		$69.3M Buy
328,502
+37,019
+13% +$7.8M 1.12% 10
2024
Q2 		$58.1M Buy
291,483
+33,567
+13% +$6.56M 1.11% 10
2024
Q1 		$51.7M Buy
257,916
+23,617
+10% +$4.26M 1.11% 11
2023
Q4 		$39.9M Buy
234,299
+422
+0.2% +$64K 1.02% 11
2023
Q3 		$33.9M Buy
233,877
+15,425
+7% +$2.31M 1.01% 12
2023
Q2 		$31.8M Buy
218,452
+23,542
+12% +$3.24M 0.97% 9
2023
Q1 		$25.4M Buy
194,910
+29,193
+18% +$4M 0.88% 11
2022
Q4 		$22.2M Buy
165,717
+11,282
+7% +$1.43M 0.92% 8
2022
Q3 		$16.1M Buy
154,435
+28,528
+23% +$3.27M 0.73% 12
2022
Q2 		$14.2M Buy
125,907
+23,729
+23% +$2.94M 0.66% 17
2022
Q1 		$13.9M Buy
102,178
+28,093
+38% +$4.15M 0.67% 14
2021
Q4 		$11.7M Buy
74,085
+16,365
+28% +$2.69M 0.69% 14
2021
Q3 		$9.45M Buy
57,720
+19,334
+50% +$3.03M 0.85% 11
2021
Q2 		$5.97M Buy
38,386
+6,019
+19% +$945K 0.63% 18
2021
Q1 		$4.93M Buy
32,367
+12,099
+60% +$1.74M 0.75% 17
2020
Q4 		$2.58M Buy
20,268
+2,605
+15% +$291K 0.56% 32
2020
Q3 		$1.7M Buy
17,663
+2,231
+14% +$219K 0.48% 45
2020
Q2 		$1.45M Buy
15,432
+3,611
+31% +$343K 0.66% 28
2020
Q1 		$1.06M Buy
+11,821
New +$1.44M 0.62% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's JPM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its JPMorgan Chase (JPM) stake by 8% in Q2 2026, buying an estimated $12.5M and bringing the position to 542,873 shares worth $178M. The position accounts for 1.46% of the portfolio, ranked #11.

Vanguard Personalized Indexing Management first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 542,873 shares of JPMorgan Chase worth $178M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 40,408 JPMorgan Chase shares in Q2 2026, an estimated $12.5M.
  • JPMorgan Chase made up 1.46% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #11 holding.
  • Vanguard Personalized Indexing Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.