VVP
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Venture Visionary Partners’s JPMorgan Chase JPM Stock Holding History

Venture Visionary Partners’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 		$85.9M Buy
259,653
+2,922
+1% +$1.02M 2.25% 6
2026
Q2 		$84M Buy
256,731
+8,468
+3% +$2.63M 2.33% 6
2026
Q1 		$73M Buy
248,263
+7,538
+3% +$2.29M 2.43% 6
2025
Q4 		$78.1M Buy
240,725
+2,309
+1% +$715K 2.55% 7
2025
Q3 		$75.2M Sell
238,416
-447
-0.2% -$133K 2.58% 6
2025
Q2 		$69.2M Buy
238,863
+6,791
+3% +$1.73M 2.6% 6
2025
Q1 		$56.9M Buy
232,072
+16,827
+8% +$4.29M 2.38% 7
2024
Q4 		$51.6M Sell
215,245
-2,874
-1% -$669K 2.19% 7
2024
Q3 		$46M Buy
218,119
+1,640
+0.8% +$345K 2% 8
2024
Q2 		$43.8M Buy
216,479
+1,787
+0.8% +$349K 2.01% 7
2024
Q1 		$43M Sell
214,692
-27,100
-11% -$4.89M 2.04% 7
2023
Q4 		$41.1M Sell
241,792
-238
-0.1% -$36.1K 2.17% 7
2023
Q3 		$35.1M Buy
242,030
+3,214
+1% +$482K 2.11% 7
2023
Q2 		$34.7M Buy
238,816
+1,990
+0.8% +$274K 2.04% 8
2023
Q1 		$30.9M Sell
236,826
-1,468
-0.6% -$201K 1.95% 8
2022
Q4 		$32M Buy
238,294
+10,550
+5% +$1.34M 2.31% 7
2022
Q3 		$23.8M Buy
227,744
+7,747
+4% +$889K 1.93% 8
2022
Q2 		$24.8M Buy
219,997
+5,059
+2% +$627K 1.88% 8
2022
Q1 		$29.3M Buy
214,938
+1,458
+0.7% +$215K 1.95% 7
2021
Q4 		$33.8M Buy
213,480
+2,051
+1% +$337K 2.2% 8
2021
Q3 		$34.6M Buy
211,429
+16,637
+9% +$2.61M 2.46% 5
2021
Q2 		$30.3M Sell
194,792
-9,963
-5% -$1.56M 2.43% 6
2021
Q1 		$31.2M Buy
204,755
+125,305
+158% +$18M 2.6% 4
2020
Q4 		$10.1M Buy
79,450
+53,949
+212% +$6.03M 1.11% 19
2020
Q3 		$2.46M Buy
25,501
+160
+0.6% +$15.7K 0.6% 33
2020
Q2 		$2.38M Buy
25,341
+1,679
+7% +$159K 0.69% 31
2020
Q1 		$2.13M Buy
23,662
+4,502
+23% +$547K 0.8% 27
2019
Q4 		$2.67M Buy
+19,160
New +$2.46M 0.81% 25

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Venture Visionary Partners's JPM Position: Q3 2026 in Review

Venture Visionary Partners increased its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, buying an estimated $1.02M and bringing the position to 259,653 shares worth $85.9M. The position accounts for 2.25% of the portfolio, ranked #6.

Venture Visionary Partners first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 175 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Venture Visionary Partners held 259,653 shares of JPMorgan Chase worth $85.9M as of Q3 2026.
  • Venture Visionary Partners bought 2,922 JPMorgan Chase shares in Q3 2026, an estimated $1.02M.
  • JPMorgan Chase made up 2.25% of Venture Visionary Partners's portfolio in Q3 2026, its #6 holding.
  • Venture Visionary Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.