Victrix Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Victrix Investment 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	$4.43M	Buy	13,533 +1,145	+9%	+$356K	1.86%	24
2026 Q1	$3.64M	Buy	12,388 +380	+3%	+$115K	1.32%	30
2025 Q4	$3.87M	Sell	12,008 -163	-1%	-$50.5K	1.5%	26
2025 Q3	$3.84M	Buy	12,171 +348	+3%	+$104K	2.1%	19
2025 Q2	$3.43M	Buy	11,823 +349	+3%	+$89.1K	1.52%	26
2025 Q1	$2.77M	Buy	11,474 +1,968	+21%	+$502K	1.45%	28
2024 Q4	$2.28M	Buy	+9,506	New	+$2.21M	1.64%	22

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Victrix Investment Advisors's JPM Position: Q2 2026 in Review

Victrix Investment Advisors increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $356K and bringing the position to 13,533 shares worth $4.43M. The position accounts for 1.86% of the portfolio, ranked #24.

Victrix Investment Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Victrix Investment Advisors held 13,533 shares of JPMorgan Chase worth $4.43M as of Q2 2026.
Victrix Investment Advisors bought 1,145 JPMorgan Chase shares in Q2 2026, an estimated $356K.
JPMorgan Chase made up 1.86% of Victrix Investment Advisors's portfolio in Q2 2026, its #24 holding.
Victrix Investment Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
935 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.