Vident Advisory’s JPMorgan Chase JPM Stock Holding History

Vident Advisory’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	$48.2M	Sell	163,755 -7,906	-5%	-$2.4M	0.41%	44
2025 Q4	$55.3M	Buy	171,661 +28,811	+20%	+$8.92M	0.5%	40
2025 Q3	$45.1M	Buy	142,850 +3,762	+3%	+$1.12M	0.43%	49
2025 Q2	$40.3M	Buy	139,088 +9,634	+7%	+$2.46M	0.45%	47
2025 Q1	$31.8M	Buy	129,454 +19,350	+18%	+$4.93M	0.46%	45
2024 Q4	$26.4M	Buy	110,104 +1,617	+1%	+$377K	0.46%	42
2024 Q3	$22.9M	Buy	108,487 +6,314	+6%	+$1.33M	0.58%	34
2024 Q2	$20.7M	Sell	102,173 -22,012	-18%	-$4.3M	0.57%	28
2024 Q1	$24.9M	Buy	124,185 +96,416	+347%	+$17.4M	0.52%	34
2023 Q4	$4.72M	Buy	27,769 +2,271	+9%	+$344K	0.12%	190
2023 Q3	$3.7M	Buy	+25,498	New	+$3.82M	0.11%	186

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vident Advisory's JPM Position: Q1 2026 in Review

Vident Advisory reduced its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, selling an estimated $2.4M and leaving 163,755 shares worth $48.2M. The position accounts for 0.41% of the portfolio, ranked #44.

Vident Advisory first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $55.3M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Vident Advisory held 163,755 shares of JPMorgan Chase worth $48.2M as of Q1 2026.
Vident Advisory sold 7,906 JPMorgan Chase shares in Q1 2026, an estimated $2.4M.
JPMorgan Chase made up 0.41% of Vident Advisory's portfolio in Q1 2026, its #44 holding.
Vident Advisory first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's JPMorgan Chase position peaked at $55.3M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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