VPWA
JPM icon

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
Q2 		$402K Buy
1,229
+26
+2% +$8.07K 0.16% 70
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 $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 $3.37T AUM 44.26% 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

Vestia Personal Wealth Advisors's JPM Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $8.07K and bringing the position to 1,229 shares worth $402K. The position accounts for 0.16% of the portfolio, ranked #70.

Vestia Personal Wealth Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vestia Personal Wealth Advisors held 1,229 shares of JPMorgan Chase worth $402K as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.16% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Vestia Personal Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.