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Vermillion & White Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-510
Closed -$153K – 308
2025
Q4 		$153K Buy
510
+43
+9% +$13.3K 0.08% 74
2025
Q3 		$147K Buy
467
+233
+100% +$69.3K 0.08% 76
2025
Q2 		$67.8K Hold
234
– – 0.04% 115
2025
Q1 		$57.4K Hold
234
– – 0.04% 119
2024
Q4 		$56.1K Hold
234
– – 0.04% 128
2024
Q3 		$49.3K Hold
234
– – 0.04% 124
2024
Q2 		$47.3K Hold
234
– – 0.04% 130
2024
Q1 		$46.9K Hold
234
– – 0.04% 122
2023
Q4 		$39.8K Buy
+234
New +$35.5K 0.04% 104

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

Vermillion & White Wealth Management Group's JPM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 510 shares — an estimated $153K sold.

Vermillion & White Wealth Management Group first reported a position in JPM in Q4 2023 and held it in 9 quarters. The position peaked at $153K in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 510 JPMorgan Chase shares in Q1 2026, an estimated $153K.
  • Vermillion & White Wealth Management Group first reported a position in JPMorgan Chase in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's JPMorgan Chase position peaked at $153K in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.