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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
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 $6.73T 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

VCI Wealth Management's JPM Position: Q2 2026 in Review

VCI Wealth Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $141K and bringing the position to 14,902 shares worth $4.88M. The position accounts for 1.22% of the portfolio, ranked #22.

VCI Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • VCI Wealth Management held 14,902 shares of JPMorgan Chase worth $4.88M as of Q2 2026.
  • VCI Wealth Management bought 455 JPMorgan Chase shares in Q2 2026, an estimated $141K.
  • JPMorgan Chase made up 1.22% of VCI Wealth Management's portfolio in Q2 2026, its #22 holding.
  • VCI Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.