Viewpoint Investment Partners’s JPMorgan Chase JPM Stock Holding History

Viewpoint Investment Partners’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	$6.18M	Buy	18,250 +15	+0.1%	+$4.66K	2.13%	9
2026 Q1	$5.54M	Sell	18,235 -75	-0.4%	-$22.8K	2.56%	10
2025 Q4	$5.9M	Buy	18,310 +720	+4%	+$223K	2.81%	6
2025 Q3	$5.1M	Hold	17,590	–	–	2.79%	8
2025 Q2	$5.1M	Buy	17,590 +10,095	+135%	+$2.58M	2.79%	8
2025 Q1	$1.84M	Buy	+7,495	New	+$1.91M	0.99%	9

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Viewpoint Investment Partners's JPM Position: Q2 2026 in Review

Viewpoint Investment Partners increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $4.66K and bringing the position to 18,250 shares worth $6.18M. The position accounts for 2.13% of the portfolio, ranked #9.

Viewpoint Investment Partners first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Viewpoint Investment Partners held 18,250 shares of JPMorgan Chase worth $6.18M as of Q2 2026.
Viewpoint Investment Partners bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
JPMorgan Chase made up 2.13% of Viewpoint Investment Partners's portfolio in Q2 2026, its #9 holding.
Viewpoint Investment Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.