Venturi Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26M | Buy |
79,433
+497
| +0.6% | +$154K | 1.01% | 25 |
|
|
2026
Q1 | $23.2M | Buy |
78,936
+8,620
| +12% | +$2.62M | 1.05% | 23 |
|
|
2025
Q4 | $22.7M | Buy |
70,316
+1,142
| +2% | +$354K | 1.01% | 24 |
|
|
2025
Q3 | $21.8M | Buy |
69,174
+1,518
| +2% | +$451K | 1.01% | 24 |
|
|
2025
Q2 | $19.6M | Sell |
67,656
-676
| -1% | -$173K | 0.97% | 26 |
|
|
2025
Q1 | $16.8M | Buy |
68,332
+50,398
| +281% | +$12.8M | 0.87% | 29 |
|
|
2024
Q4 | $4.3M | Buy |
17,934
+8,819
| +97% | +$2.05M | 0.21% | 68 |
|
|
2024
Q3 | $1.92M | Buy |
9,115
+880
| +11% | +$185K | 0.1% | 117 |
|
|
2024
Q2 | $1.67M | Buy |
8,235
+3,362
| +69% | +$657K | 0.1% | 126 |
|
|
2024
Q1 | $976K | Sell |
4,873
-11,267
| -70% | -$2.03M | 0.06% | 185 |
|
|
2023
Q4 | $2.75M | Buy |
16,140
+272
| +2% | +$41.2K | 0.19% | 74 |
|
|
2023
Q3 | $2.3M | Sell |
15,868
-251
| -2% | -$37.6K | 0.18% | 76 |
|
|
2023
Q2 | $2.34M | Buy |
16,119
+2,595
| +19% | +$357K | 0.19% | 66 |
|
|
2023
Q1 | $1.76M | Buy |
13,524
+285
| +2% | +$39K | 0.14% | 94 |
|
|
2022
Q4 | $1.78M | Sell |
13,239
-195
| -1% | -$24.7K | 0.16% | 94 |
|
|
2022
Q3 | $1.4M | Buy |
13,434
+1,184
| +10% | +$136K | 0.13% | 98 |
|
|
2022
Q2 | $1.38M | Buy |
12,250
+965
| +9% | +$120K | 0.12% | 104 |
|
|
2022
Q1 | $1.54M | Buy |
11,285
+974
| +9% | +$144K | 0.12% | 97 |
|
|
2021
Q4 | $1.63M | Sell |
10,311
-961
| -9% | -$158K | 0.12% | 103 |
|
|
2021
Q3 | $1.84M | Sell |
11,272
-2,157
| -16% | -$338K | 0.15% | 94 |
|
|
2021
Q2 | $2.09M | Buy |
13,429
+107
| +0.8% | +$16.8K | 0.19% | 79 |
|
|
2021
Q1 | $2.03M | Buy |
+13,322
| New | +$1.92M | 0.19% | 80 |
|
|
2020
Q3 | – | Sell |
-10,944
| Closed | -$1.03M | – | 290 |
|
|
2020
Q2 | $1.03M | Sell |
10,944
-70,806
| -87% | -$6.72M | 0.14% | 100 |
|
|
2020
Q1 | $7.36M | Sell |
81,750
-2,937
| -3% | -$357K | 1.26% | 25 |
|
|
2019
Q4 | $11.8M | Sell |
84,687
-886
| -1% | -$114K | 1.43% | 14 |
|
|
2019
Q3 | $10.1M | Buy |
85,573
+2,375
| +3% | +$269K | 1.3% | 21 |
|
|
2019
Q2 | $9.3M | Sell |
83,198
-4,204
| -5% | -$464K | 1.26% | 19 |
|
|
2019
Q1 | $9.15M | Buy |
87,402
+13,089
| +18% | +$1.35M | 1.19% | 23 |
|
|
2018
Q4 | $7.22M | Buy |
74,313
+2,319
| +3% | +$247K | 1.16% | 21 |
|
|
2018
Q3 | $8.17M | Buy |
71,994
+1,110
| +2% | +$126K | 1.45% | 15 |
|
|
2018
Q2 | $8.29M | Buy |
70,884
+4,304
| +6% | +$472K | 1.54% | 10 |
|
|
2018
Q1 | $7.32M | Sell |
66,580
-6,702
| -9% | -$759K | 1.41% | 15 |
|
|
2017
Q4 | $7.84M | Buy |
73,282
+568
| +0.8% | +$57.5K | 1.5% | 13 |
|
|
2017
Q3 | $7.04M | Sell |
72,714
-10,169
| -12% | -$938K | 1.49% | 13 |
|
|
2017
Q2 | $7.58M | Sell |
82,883
-14,682
| -15% | -$1.27M | 1.72% | 7 |
|
|
2017
Q1 | $8.31M | Buy |
97,565
+5,104
| +6% | +$450K | 1.92% | 11 |
|
|
2016
Q4 | $7.98M | Buy |
92,461
+2,653
| +3% | +$202K | 2.24% | 5 |
|
|
2016
Q3 | $5.98M | Buy |
89,808
+609
| +0.7% | +$39.7K | 1.99% | 14 |
|
|
2016
Q2 | $5.54M | Buy |
89,199
+4,220
| +5% | +$264K | 1.88% | 16 |
|
|
2016
Q1 | $5.03M | Buy |
84,979
+21,009
| +33% | +$1.23M | 1.88% | 14 |
|
|
2015
Q4 | $4.22M | Buy |
+63,970
| New | +$4.17M | 1.92% | 14 |
|
Other funds holding JPM
Venturi Wealth Management's JPM Position: Q2 2026 in Review
Venturi Wealth Management increased its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, buying an estimated $154K and bringing the position to 79,433 shares worth $26M. The position accounts for 1.01% of the portfolio, ranked #25.
Venturi Wealth Management first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Venturi Wealth Management held 79,433 shares of JPMorgan Chase worth $26M as of Q2 2026.
- Venturi Wealth Management bought 497 JPMorgan Chase shares in Q2 2026, an estimated $154K.
- JPMorgan Chase made up 1.01% of Venturi Wealth Management's portfolio in Q2 2026, its #25 holding.
- Venturi Wealth Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
- 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.