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Vicus Capital’s JPMorgan Chase JPM Stock Holding History

Vicus Capital’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 		$3.33M Sell
11,309
-351
-3% -$107K 0.24% 63
2025
Q4 		$3.76M Sell
11,660
-1,155
-9% -$358K 0.28% 56
2025
Q3 		$4.04M Sell
12,815
-165
-1% -$49.1K 0.31% 52
2025
Q2 		$3.76M Buy
12,980
+18
+0.1% +$4.59K 0.31% 48
2025
Q1 		$3.18M Buy
12,962
+2,424
+23% +$618K 0.3% 47
2024
Q4 		$2.53M Buy
10,538
+1,046
+11% +$244K 0.22% 57
2024
Q3 		$2M Sell
9,492
-1,633
-15% -$344K 0.18% 62
2024
Q2 		$2.25M Buy
11,125
+194
+2% +$37.9K 0.2% 57
2024
Q1 		$2.19M Buy
10,931
+1,437
+15% +$259K 0.2% 59
2023
Q4 		$1.61M Sell
9,494
-2,412
-20% -$366K 0.16% 65
2023
Q3 		$1.73M Buy
11,906
+2,150
+22% +$322K 0.18% 61
2023
Q2 		$1.42M Buy
9,756
+65
+0.7% +$8.94K 0.15% 69
2023
Q1 		$1.26M Buy
9,691
+4,769
+97% +$653K 0.14% 74
2022
Q4 		$660K Sell
4,922
-822
-14% -$104K 0.07% 108
2022
Q3 		$600K Sell
5,744
-11
-0.2% -$1.26K 0.07% 129
2022
Q2 		$648K Sell
5,755
-102
-2% -$12.6K 0.07% 126
2022
Q1 		$798K Buy
5,857
+578
+11% +$85.3K 0.08% 119
2021
Q4 		$786K Buy
+5,279
New +$867K 0.08% 119
2021
Q2 		– Sell
-5,379
Closed -$819K – 201
2021
Q1 		$819K Buy
5,379
+1,200
+29% +$173K 0.1% 111
2020
Q4 		$531K Sell
4,179
-477
-10% -$53.3K 0.07% 132
2020
Q3 		$448K Sell
4,656
-184
-4% -$18.1K 0.06% 134
2020
Q2 		$455K Sell
4,840
-289
-6% -$27.4K 0.07% 129
2020
Q1 		$462K Buy
5,129
+99
+2% +$12K 0.09% 113
2019
Q4 		$701K Sell
5,030
-1,326
-21% -$170K 0.11% 105
2019
Q3 		$748K Sell
6,356
-1
-0% -$113 0.1% 122
2019
Q2 		$711K Buy
6,357
+223
+4% +$24.6K 0.1% 128
2019
Q1 		$621K Buy
6,134
+320
+6% +$33K 0.1% 129
2018
Q4 		$568K Buy
5,814
+101
+2% +$10.8K 0.1% 133
2018
Q3 		$645K Sell
5,713
-180
-3% -$20.4K 0.1% 130
2018
Q2 		$614K Sell
5,893
-19
-0.3% -$2.08K 0.1% 131
2018
Q1 		$650K Sell
5,912
-55
-0.9% -$6.23K 0.11% 133
2017
Q4 		$638K Sell
5,967
-20
-0.3% -$2.02K 0.11% 136
2017
Q3 		$572K Sell
5,987
-201
-3% -$18.5K 0.11% 138
2017
Q2 		$566K Sell
6,188
-829
-12% -$71.5K 0.12% 132
2017
Q1 		$616K Buy
7,017
+585
+9% +$51.6K 0.13% 127
2016
Q4 		$555K Buy
6,432
+487
+8% +$37.1K 0.12% 132
2016
Q3 		$396K Buy
5,945
+1,883
+46% +$123K 0.09% 152
2016
Q2 		$252K Buy
4,062
+21
+0.5% +$1.31K 0.06% 166
2016
Q1 		$239K Buy
4,041
+620
+18% +$36.2K 0.05% 166
2015
Q4 		$226K Buy
3,421
+139
+4% +$9.05K 0.06% 177
2015
Q3 		$200K Buy
3,282
+270
+9% +$17.7K 0.05% 163
2015
Q2 		$204K Sell
3,012
-412
-12% -$26.9K 0.05% 170
2015
Q1 		$207 Sell
3,424
-219
-6% -$13K 0.04% 169
2014
Q4 		$228K Buy
3,643
+42
+1% +$2.53K 0.07% 148
2014
Q3 		$217K Sell
3,601
-34
-0.9% -$1.99K 0.07% 138
2014
Q2 		$209K Buy
3,635
+69
+2% +$3.88K 0.07% 142
2014
Q1 		$216K Buy
+3,566
New +$206K 0.07% 129

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

Vicus Capital's JPM Position: Q1 2026 in Review

Vicus Capital reduced its JPMorgan Chase (JPM) stake by 3% in Q1 2026, selling an estimated $107K and leaving 11,309 shares worth $3.33M. The position accounts for 0.24% of the portfolio, ranked #63.

Vicus Capital first reported a position in JPM in Q1 2014 and has held it in 47 quarters since. The position peaked at $4.04M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vicus Capital held 11,309 shares of JPMorgan Chase worth $3.33M as of Q1 2026.
  • Vicus Capital sold 351 JPMorgan Chase shares in Q1 2026, an estimated $107K.
  • JPMorgan Chase made up 0.24% of Vicus Capital's portfolio in Q1 2026, its #63 holding.
  • Vicus Capital first reported a position in JPMorgan Chase in Q1 2014 and has held it in 47 quarters since.
  • Vicus Capital's JPMorgan Chase position peaked at $4.04M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.