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Vestia Personal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Vestia Personal Wealth 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 		$354K Sell
1,203
-91
-7% -$27.6K 0.17% 74
2025
Q4 		$391K Buy
1,294
+34
+3% +$10.5K 0.2% 62
2025
Q3 		$398K Buy
1,260
+288
+30% +$85.7K 0.23% 61
2025
Q2 		$282K Buy
972
+63
+7% +$16.1K 0.19% 76
2025
Q1 		$223K Sell
909
-254
-22% -$64.8K 0.18% 81
2024
Q4 		$279K Buy
1,163
+130
+13% +$30.3K 0.23% 68
2024
Q3 		$218K Buy
+1,033
New +$218K 0.21% 75

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

Vestia Personal Wealth Advisors's JPM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 7% in Q1 2026, selling an estimated $27.6K and leaving 1,203 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #74.

Vestia Personal Wealth Advisors first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $398K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vestia Personal Wealth Advisors held 1,203 shares of JPMorgan Chase worth $354K as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 91 JPMorgan Chase shares in Q1 2026, an estimated $27.6K.
  • JPMorgan Chase made up 0.17% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Vestia Personal Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Vestia Personal Wealth Advisors's JPMorgan Chase position peaked at $398K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.