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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
Q2 		$16.2M Sell
49,461
-1,887
-4% -$586K 0.47% 40
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VestGen Advisors's JPM Position: Q2 2026 in Review

VestGen Advisors reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $586K and leaving 49,461 shares worth $16.2M. The position accounts for 0.47% of the portfolio, ranked #40.

VestGen Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.9M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • VestGen Advisors held 49,461 shares of JPMorgan Chase worth $16.2M as of Q2 2026.
  • VestGen Advisors sold 1,887 JPMorgan Chase shares in Q2 2026, an estimated $586K.
  • JPMorgan Chase made up 0.47% of VestGen Advisors's portfolio in Q2 2026, its #40 holding.
  • VestGen Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's JPMorgan Chase position peaked at $23.9M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.