VELA Investment Management’s JPMorgan Chase JPM Stock Holding History

VELA 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
2025 Q4	–	Sell	-1,215	Closed	-$383K	–	180
2025 Q3	$383K	Sell	1,215 -322	-21%	-$95.8K	0.09%	146
2025 Q2	$446K	Hold	1,537	–	–	0.12%	143
2025 Q1	$377K	Hold	1,537	–	–	0.12%	140
2024 Q4	$368K	Sell	1,537 -138	-8%	-$32.1K	0.1%	145
2024 Q3	$353K	Hold	1,675	–	–	0.11%	147
2024 Q2	$339K	Sell	1,675 -1,000	-37%	-$196K	0.11%	146
2024 Q1	$536K	Sell	2,675 -1,000	-27%	-$180K	0.18%	129
2023 Q4	$625K	Sell	3,675 -518	-12%	-$78.5K	0.24%	120
2023 Q3	$608K	Hold	4,193	–	–	0.27%	99
2023 Q2	$610K	Hold	4,193	–	–	0.28%	102
2023 Q1	$546K	Buy	4,193 +881	+27%	+$121K	0.25%	107
2022 Q4	$444K	Hold	3,312	–	–	0.22%	114
2022 Q3	$346K	Buy	3,312 +1,514	+84%	+$174K	0.2%	117
2022 Q2	$202K	Buy	+1,798	New	+$223K	0.12%	136

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VELA Investment Management's JPM Position: Q4 2025 in Review

VELA Investment Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,215 shares — an estimated $383K sold.

VELA Investment Management first reported a position in JPM in Q2 2022 and held it in 14 quarters. The position peaked at $625K in Q4 2023. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

VELA Investment Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
VELA Investment Management sold 1,215 JPMorgan Chase shares in Q4 2025, an estimated $383K.
VELA Investment Management first reported a position in JPMorgan Chase in Q2 2022 and held it in 14 quarters.
VELA Investment Management's JPMorgan Chase position peaked at $625K in Q4 2023.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on VELA Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.