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Vestmark Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Vestmark Advisory Solutions’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 		$49.2M Buy
167,181
+56,924
+52% +$17.3M 0.55% 31
2025
Q4 		$35.5M Buy
110,257
+56,454
+105% +$17.5M 0.48% 36
2025
Q3 		$17M Buy
53,803
+10,341
+24% +$3.08M 0.32% 59
2025
Q2 		$12.6M Buy
43,462
+15,979
+58% +$4.08M 0.18% 105
2025
Q1 		$6.74M Buy
27,483
+13,871
+102% +$3.54M 0.17% 155
2024
Q4 		$3.26M Buy
13,612
+2,825
+26% +$658K 0.11% 188
2024
Q3 		$2.27M Buy
10,787
+966
+10% +$203K 0.08% 233
2024
Q2 		$1.99M Buy
9,821
+2,203
+29% +$431K 0.08% 240
2024
Q1 		$1.53M Buy
7,618
+3,055
+67% +$551K 0.07% 274
2023
Q4 		$776K Buy
4,563
+2,267
+99% +$344K 0.04% 309
2023
Q3 		$333K Sell
2,296
-99,733
-98% -$15M 0.02% 337
2023
Q2 		$14.8M Sell
102,029
-2,209
-2% -$304K 0.57% 32
2023
Q1 		$13.6M Sell
104,238
-2,586
-2% -$354K 0.59% 27
2022
Q4 		$14.3M Buy
106,824
+9,471
+10% +$1.2M 0.7% 21
2022
Q3 		$10.2M Sell
97,353
-4,487
-4% -$515K 0.57% 27
2022
Q2 		$11.5M Sell
101,840
-1,160
-1% -$144K 0.66% 19
2022
Q1 		$14M Buy
103,000
+12,887
+14% +$1.9M 0.79% 17
2021
Q4 		$14.3M Buy
90,113
+4,214
+5% +$692K 0.81% 17
2021
Q3 		$14.1M Buy
85,899
+3,129
+4% +$491K 0.95% 13
2021
Q2 		$12.9M Buy
82,770
+3,003
+4% +$472K 0.92% 17
2021
Q1 		$12.1M Sell
79,767
-1,549
-2% -$223K 1.08% 13
2020
Q4 		$10.3M Sell
81,316
-106
-0.1% -$11.8K 1.16% 14
2020
Q3 		$7.84M Buy
81,422
+3,760
+5% +$369K 1.05% 14
2020
Q2 		$7.3M Buy
77,662
+3,286
+4% +$312K 1.13% 10
2020
Q1 		$6.7M Buy
74,376
+63,998
+617% +$7.78M 1.31% 8
2019
Q4 		$226K Sell
10,378
-60,707
-85% -$7.79M 0.05% 242
2019
Q3 		$8.37M Buy
71,085
+8,138
+13% +$920K 1.36% 4
2019
Q2 		$7.04M Sell
62,947
-7,514
-11% -$828K 1.2% 6
2019
Q1 		$7.13M Buy
+70,461
New +$7.26M 1.27% 5

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

Vestmark Advisory Solutions's JPM Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its JPMorgan Chase (JPM) stake by 52% in Q1 2026, buying an estimated $17.3M and bringing the position to 167,181 shares worth $49.2M. The position accounts for 0.55% of the portfolio, ranked #31.

Vestmark Advisory Solutions first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vestmark Advisory Solutions held 167,181 shares of JPMorgan Chase worth $49.2M as of Q1 2026.
  • Vestmark Advisory Solutions bought 56,924 JPMorgan Chase shares in Q1 2026, an estimated $17.3M.
  • JPMorgan Chase made up 0.55% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #31 holding.
  • Vestmark Advisory Solutions first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.