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Viewpoint Capital Management’s JPMorgan Chase JPM Stock Holding History

Viewpoint Capital Management’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 		$775K Sell
2,368
-2,712
-53% -$842K 0.39% 53
2026
Q1 		$1.49M Sell
5,080
-1,400
-22% -$425K 0.7% 39
2025
Q4 		$2.09M Sell
6,480
-175
-3% -$54.2K 0.9% 35
2025
Q3 		$2.1M Sell
6,655
-5
-0.1% -$1.49K 0.92% 34
2025
Q2 		$1.93M Sell
6,660
-50
-0.7% -$12.8K 0.95% 32
2025
Q1 		$1.65M Sell
6,710
-100
-1% -$25.5K 0.89% 32
2024
Q4 		$1.63M Buy
6,810
+6
+0.1% +$1.4K 0.86% 33
2024
Q3 		$1.43M Hold
6,804
– – 0.8% 30
2024
Q2 		$1.38M Hold
6,804
– – 0.84% 29
2024
Q1 		$1.36M Buy
6,804
+312
+5% +$56.3K 0.87% 31
2023
Q4 		$1.1M Buy
6,492
+527
+9% +$79.9K 0.77% 32
2023
Q3 		$865K Hold
5,965
– – 0.69% 38
2023
Q2 		$868K Hold
5,965
– – 0.67% 40
2023
Q1 		$777K Sell
5,965
-300
-5% -$41.1K 0.7% 40
2022
Q4 		$840K Sell
6,265
-911
-13% -$115K 0.81% 35
2022
Q3 		$750K Sell
7,176
-729
-9% -$83.7K 0.74% 36
2022
Q2 		$890K Sell
7,905
-25
-0.3% -$3.1K 0.83% 33
2022
Q1 		$1.08M Hold
7,930
– – 0.83% 32
2021
Q4 		$1.26M Buy
+7,930
New +$1.3M 0.91% 29

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Viewpoint Capital Management's JPM Position: Q2 2026 in Review

Viewpoint Capital Management reduced its JPMorgan Chase (JPM) stake by 53% in Q2 2026, selling an estimated $842K and leaving 2,368 shares worth $775K. The position accounts for 0.39% of the portfolio, ranked #53.

Viewpoint Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q3 2025. 2,790 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Viewpoint Capital Management held 2,368 shares of JPMorgan Chase worth $775K as of Q2 2026.
  • Viewpoint Capital Management sold 2,712 JPMorgan Chase shares in Q2 2026, an estimated $842K.
  • JPMorgan Chase made up 0.39% of Viewpoint Capital Management's portfolio in Q2 2026, its #53 holding.
  • Viewpoint Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's JPMorgan Chase position peaked at $2.1M in Q3 2025.
  • 2,790 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.