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Vaughan Nelson Investment Management’s JPMorgan Chase JPM Stock Holding History

Vaughan Nelson Investment 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 		$132M Sell
403,266
-14,395
-3% -$4.47M 1.17% 16
2026
Q1 		$123M Sell
417,661
-122,325
-23% -$37.1M 1.23% 15
2025
Q4 		$174M Sell
539,986
-164,835
-23% -$51M 1.7% 11
2025
Q3 		$222M Sell
704,821
-23,541
-3% -$7M 2.02% 8
2025
Q2 		$211M Sell
728,362
-39,342
-5% -$10M 1.98% 7
2025
Q1 		$188M Sell
767,704
-52,006
-6% -$13.3M 1.88% 11
2024
Q4 		$196M Sell
819,710
-298,967
-27% -$69.6M 1.83% 10
2024
Q3 		$236M Sell
1,118,677
-228,847
-17% -$48.2M 2.1% 9
2024
Q2 		$273M Buy
1,347,524
+54,565
+4% +$10.7M 2.52% 7
2024
Q1 		$259M Buy
1,292,959
+471,991
+57% +$85.2M 2.27% 7
2023
Q4 		$140M Buy
820,968
+795,488
+3,122% +$121M 1.39% 21
2023
Q3 		$3.69M Hold
25,480
– – 0.04% 164
2023
Q2 		$3.71M Sell
25,480
-2,185
-8% -$301K 0.04% 159
2023
Q1 		$3.6M Sell
27,665
-5,130
-16% -$703K 0.04% 149
2022
Q4 		$4.4M Buy
32,795
+900
+3% +$114K 0.06% 153
2022
Q3 		$3.33M Hold
31,895
– – 0.05% 148
2022
Q2 		$3.59M Hold
31,895
– – 0.05% 152
2022
Q1 		$4.35M Buy
31,895
+5,825
+22% +$860K 0.05% 148
2021
Q4 		$4.13M Sell
26,070
-1,065
-4% -$175K 0.04% 148
2021
Q3 		$4.44M Buy
27,135
+3,465
+15% +$543K 0.05% 145
2021
Q2 		$3.68M Buy
23,670
+2,025
+9% +$318K 0.04% 145
2021
Q1 		$3.29M Buy
21,645
+1,050
+5% +$151K 0.04% 138
2020
Q4 		$2.62M Buy
20,595
+9,400
+84% +$1.05M 0.03% 144
2020
Q3 		$1.08M Hold
11,195
– – 0.02% 164
2020
Q2 		$1.05M Hold
11,195
– – 0.02% 178
2020
Q1 		$1.01M Hold
11,195
– – 0.02% 182
2019
Q4 		$1.56M Sell
11,195
-2,300
-17% -$295K 0.02% 163
2019
Q3 		$1.59M Hold
13,495
– – 0.02% 160
2019
Q2 		$1.51M Hold
13,495
– – 0.02% 170
2019
Q1 		$1.37M Hold
13,495
– – 0.02% 175
2018
Q4 		$1.32M Sell
13,495
-1,750
-11% -$186K 0.02% 175
2018
Q3 		$1.72M Hold
15,245
– – 0.02% 172
2018
Q2 		$1.59M Hold
15,245
– – 0.02% 169
2018
Q1 		$1.68M Hold
15,245
– – 0.02% 168
2017
Q4 		$1.63M Hold
15,245
– – 0.02% 173
2017
Q3 		$1.46M Hold
15,245
– – 0.02% 178
2017
Q2 		$1.39M Hold
15,245
– – 0.02% 178
2017
Q1 		$1.34M Buy
15,245
+6,550
+75% +$578K 0.02% 164
2016
Q4 		$750K Hold
8,695
– – 0.01% 171
2016
Q3 		$579K Buy
+8,695
New +$567K 0.01% 175

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Vaughan Nelson Investment Management's JPM Position: Q2 2026 in Review

Vaughan Nelson Investment Management reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $4.47M and leaving 403,266 shares worth $132M. The position accounts for 1.17% of the portfolio, ranked #16.

Vaughan Nelson Investment Management first reported a position in JPM in Q3 2016 and has held it in 40 quarters since. The position peaked at $273M in Q2 2024. 876 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vaughan Nelson Investment Management held 403,266 shares of JPMorgan Chase worth $132M as of Q2 2026.
  • Vaughan Nelson Investment Management sold 14,395 JPMorgan Chase shares in Q2 2026, an estimated $4.47M.
  • JPMorgan Chase made up 1.17% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #16 holding.
  • Vaughan Nelson Investment Management first reported a position in JPMorgan Chase in Q3 2016 and has held it in 40 quarters since.
  • Vaughan Nelson Investment Management's JPMorgan Chase position peaked at $273M in Q2 2024.
  • 876 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.