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
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

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

Venture Visionary Partners's JPM Position: Q2 2026 in Review

Venture Visionary Partners increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $2.63M and bringing the position to 256,731 shares worth $84M. The position accounts for 2.33% of the portfolio, ranked #6.

Venture Visionary Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Venture Visionary Partners held 256,731 shares of JPMorgan Chase worth $84M as of Q2 2026.
  • Venture Visionary Partners bought 8,468 JPMorgan Chase shares in Q2 2026, an estimated $2.63M.
  • JPMorgan Chase made up 2.33% of Venture Visionary Partners's portfolio in Q2 2026, its #6 holding.
  • Venture Visionary Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.