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Vantage Point Financial’s JPMorgan Chase JPM Stock Holding History

Vantage Point Financial’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 		$490K Buy
1,496
+152
+11% +$47.2K 0.15% 100
2026
Q1 		$395K Sell
1,344
-415
-24% -$126K 0.14% 103
2025
Q4 		$567K Buy
1,759
+333
+23% +$103K 0.2% 88
2025
Q3 		$450K Sell
1,426
-1
-0.1% -$297 0.17% 92
2025
Q2 		$414K Buy
1,427
+60
+4% +$15.3K 0.18% 87
2025
Q1 		$335K Buy
1,367
+295
+28% +$75.2K 0.17% 89
2024
Q4 		$257K Buy
+1,072
New +$250K 0.14% 100

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

Vantage Point Financial's JPM Position: Q2 2026 in Review

Vantage Point Financial increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $47.2K and bringing the position to 1,496 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #100.

Vantage Point Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vantage Point Financial held 1,496 shares of JPMorgan Chase worth $490K as of Q2 2026.
  • Vantage Point Financial bought 152 JPMorgan Chase shares in Q2 2026, an estimated $47.2K.
  • JPMorgan Chase made up 0.15% of Vantage Point Financial's portfolio in Q2 2026, its #100 holding.
  • Vantage Point Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Vantage Point Financial's JPMorgan Chase position peaked at $567K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.