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VCI Wealth Management’s JPMorgan Chase JPM Stock Holding History

VCI Wealth 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
Q3 		$4.7M Sell
14,211
-691
-5% -$242K 1.12% 21
2026
Q2 		$4.88M Buy
14,902
+455
+3% +$141K 1.22% 22
2026
Q1 		$4.25M Sell
14,447
-28
-0.2% -$8.5K 1.18% 18
2025
Q4 		$4.66M Sell
14,475
-386
-3% -$120K 1.3% 20
2025
Q3 		$4.69M Buy
14,861
+3,036
+26% +$903K 1.42% 18
2025
Q2 		$3.43M Buy
11,825
+907
+8% +$231K 1.2% 19
2025
Q1 		$2.68M Sell
10,918
-63
-0.6% -$16.1K 1.12% 18
2024
Q4 		$2.63M Buy
10,981
+1,176
+12% +$274K 1.12% 22
2024
Q3 		$2.07M Buy
9,805
+6,821
+229% +$1.44M 0.92% 32
2024
Q2 		$604K Sell
2,984
-221
-7% -$43.2K 0.3% 77
2024
Q1 		$642K Buy
3,205
+821
+34% +$148K 0.43% 62
2023
Q4 		$406K Buy
+2,384
New +$361K 0.25% 86

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VCI Wealth Management's JPM Position: Q3 2026 in Review

VCI Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.6% in Q3 2026, selling an estimated $242K and leaving 14,211 shares worth $4.7M. The position accounts for 1.12% of the portfolio, ranked #21.

VCI Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.88M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • VCI Wealth Management held 14,211 shares of JPMorgan Chase worth $4.7M as of Q3 2026.
  • VCI Wealth Management sold 691 JPMorgan Chase shares in Q3 2026, an estimated $242K.
  • JPMorgan Chase made up 1.12% of VCI Wealth Management's portfolio in Q3 2026, its #21 holding.
  • VCI Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • VCI Wealth Management's JPMorgan Chase position peaked at $4.88M in Q2 2026.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.