Vantage Financial Partners (Wisconsin)’s JPMorgan Chase JPM Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$2.08M	Buy	6,454 +11	+0.2%	+$3.41K	0.42%	41
2025 Q3	$2.03M	Sell	6,443 -11	-0.2%	-$3.27K	0.43%	40
2025 Q2	$1.87M	Buy	6,454 +729	+13%	+$186K	0.43%	42
2025 Q1	$1.4M	Buy	5,725 +149	+3%	+$38K	0.35%	41
2024 Q4	$1.34M	Buy	5,576 +598	+12%	+$139K	0.33%	46
2024 Q3	$1.05M	Buy	4,978 +1,023	+26%	+$215K	0.26%	57
2024 Q2	$800K	Sell	3,955 -31	-0.8%	-$6.06K	0.21%	55
2024 Q1	$798K	Buy	+3,986	New	+$719K	0.21%	56

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s JPM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its JPMorgan Chase (JPM) stake by 0.17% in Q4 2025, buying an estimated $3.41K and bringing the position to 6,454 shares worth $2.08M. The position accounts for 0.42% of the portfolio, ranked #41.

Vantage Financial Partners (Wisconsin) first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 6,454 shares of JPMorgan Chase worth $2.08M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 11 JPMorgan Chase shares in Q4 2025, an estimated $3.41K.
JPMorgan Chase made up 0.42% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #41 holding.
Vantage Financial Partners (Wisconsin) first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.