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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCI Wealth Management's JPM Position: Q1 2026 in Review

VCI Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.19% in Q1 2026, selling an estimated $8.5K and leaving 14,447 shares worth $4.25M. The position accounts for 1.18% of the portfolio, ranked #18.

VCI Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.69M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • VCI Wealth Management held 14,447 shares of JPMorgan Chase worth $4.25M as of Q1 2026.
  • VCI Wealth Management sold 28 JPMorgan Chase shares in Q1 2026, an estimated $8.5K.
  • JPMorgan Chase made up 1.18% of VCI Wealth Management's portfolio in Q1 2026, its #18 holding.
  • VCI Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • VCI Wealth Management's JPMorgan Chase position peaked at $4.69M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.