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 Q2	$49M	Sell	149,682 -14,073	-9%	-$4.37M	0.35%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vident Advisory's JPM Position: Q2 2026 in Review

Vident Advisory reduced its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, selling an estimated $4.37M and leaving 149,682 shares worth $49M. The position accounts for 0.35% of the portfolio, ranked #57.

Vident Advisory first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $55.3M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vident Advisory held 149,682 shares of JPMorgan Chase worth $49M as of Q2 2026.
Vident Advisory sold 14,073 JPMorgan Chase shares in Q2 2026, an estimated $4.37M.
JPMorgan Chase made up 0.35% of Vident Advisory's portfolio in Q2 2026, its #57 holding.
Vident Advisory first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's JPMorgan Chase position peaked at $55.3M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.