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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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