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VestGen Advisors’s JPMorgan Chase JPM Stock Holding History

VestGen Advisors’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 		$15.7M Buy
51,348
+11,475
+29% +$3.48M 0.42% 43
2025
Q4 		$12.8M Sell
39,873
-35,858
-47% -$11.1M 0.55% 35
2025
Q3 		$23.9M Buy
75,731
+11,856
+19% +$3.53M 0.8% 23
2025
Q2 		$18.7M Buy
63,875
+216
+0.3% +$55.1K 0.74% 29
2025
Q1 		$15.6M Buy
+63,659
New +$16.2M 0.71% 31

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

VestGen Advisors's JPM Position: Q1 2026 in Review

VestGen Advisors increased its JPMorgan Chase (JPM) stake by 29% in Q1 2026, buying an estimated $3.48M and bringing the position to 51,348 shares worth $15.7M. The position accounts for 0.42% of the portfolio, ranked #43.

VestGen Advisors first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.9M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • VestGen Advisors held 51,348 shares of JPMorgan Chase worth $15.7M as of Q1 2026.
  • VestGen Advisors bought 11,475 JPMorgan Chase shares in Q1 2026, an estimated $3.48M.
  • JPMorgan Chase made up 0.42% of VestGen Advisors's portfolio in Q1 2026, its #43 holding.
  • VestGen Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's JPMorgan Chase position peaked at $23.9M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.