Vest Financial’s JPMorgan Chase JPM Stock Holding History

Vest Financial’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	$83.6M	Buy	255,362 +17,434	+7%	+$5.41M	0.88%	18
2026 Q1	$70M	Buy	237,928 +17,397	+8%	+$5.28M	0.84%	23
2025 Q4	$71.1M	Buy	220,531 +13,061	+6%	+$4.04M	0.9%	15
2025 Q3	$65.4M	Buy	207,470 +12,804	+7%	+$3.81M	0.85%	19
2025 Q2	$56.4M	Buy	194,666 +10,525	+6%	+$2.69M	0.8%	43
2025 Q1	$45.2M	Buy	184,141 +33,618	+22%	+$8.57M	0.7%	71
2024 Q4	$36.1M	Buy	150,523 +10,834	+8%	+$2.52M	0.64%	71
2024 Q3	$29.5M	Buy	139,689 +24,085	+21%	+$5.07M	0.57%	77
2024 Q2	$23.4M	Buy	115,604 +19,424	+20%	+$3.8M	0.56%	79
2024 Q1	$19.3M	Buy	96,180 +14,666	+18%	+$2.65M	0.51%	84
2023 Q4	$13.9M	Buy	81,514 +16,314	+25%	+$2.47M	0.52%	69
2023 Q3	$9.46M	Buy	65,200 +26,564	+69%	+$3.98M	0.52%	70
2023 Q2	$5.62M	Buy	38,636 +27,909	+260%	+$3.84M	0.52%	68
2023 Q1	$1.4M	Buy	10,727 +7,794	+266%	+$1.07M	0.19%	98
2022 Q4	$393K	Buy	+2,933	New	+$372K	0.06%	71

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vest Financial's JPM Position: Q2 2026 in Review

Vest Financial increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $5.41M and bringing the position to 255,362 shares worth $83.6M. The position accounts for 0.88% of the portfolio, ranked #18.

Vest Financial first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vest Financial held 255,362 shares of JPMorgan Chase worth $83.6M as of Q2 2026.
Vest Financial bought 17,434 JPMorgan Chase shares in Q2 2026, an estimated $5.41M.
JPMorgan Chase made up 0.88% of Vest Financial's portfolio in Q2 2026, its #18 holding.
Vest Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.