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Vigilare Wealth Management’s JPMorgan Chase JPM Stock Holding History

Vigilare Wealth 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 		$2.26M Buy
6,897
+45
+0.7% +$14K 0.69% 32
2026
Q1 		$2.02M Sell
6,852
-1,248
-15% -$379K 0.68% 27
2025
Q4 		$2.61M Sell
8,100
-213
-3% -$65.9K 0.88% 25
2025
Q3 		$2.62M Sell
8,313
-238
-3% -$70.8K 0.91% 25
2025
Q2 		$2.48M Buy
8,551
+4,858
+132% +$1.24M 0.93% 23
2025
Q1 		$906K Buy
3,693
+344
+10% +$87.7K 0.36% 36
2024
Q4 		$803K Sell
3,349
-85
-2% -$19.8K 0.33% 32
2024
Q3 		$724K Sell
3,434
-1,024
-23% -$216K 0.29% 42
2024
Q2 		$902K Buy
4,458
+7
+0.2% +$1.37K 0.4% 34
2024
Q1 		$892K Buy
4,451
+93
+2% +$16.8K 0.44% 34
2023
Q4 		$741K Buy
4,358
+10
+0.2% +$1.51K 0.38% 39
2023
Q3 		$631K Sell
4,348
-490
-10% -$73.5K 0.4% 34
2023
Q2 		$704K Sell
4,838
-64
-1% -$8.8K 0.41% 35
2023
Q1 		$639K Sell
4,902
-634
-11% -$86.9K 0.36% 37
2022
Q4 		$742K Buy
5,536
+15
+0.3% +$1.9K 0.43% 34
2022
Q3 		$577K Sell
5,521
-6,181
-53% -$709K 0.75% 34
2022
Q2 		$1.32M Buy
11,702
+6,857
+142% +$850K 1.43% 18
2022
Q1 		$660K Sell
4,845
-4,676
-49% -$690K 0.54% 49
2021
Q4 		$1.51M Buy
9,521
+519
+6% +$85.2K 0.89% 30
2021
Q3 		$1.47M Buy
9,002
+2,299
+34% +$360K 0.91% 27
2021
Q2 		$1.04M Sell
6,703
-52
-0.8% -$8.17K 0.63% 44
2021
Q1 		$1.03M Buy
6,755
+1,834
+37% +$264K 0.73% 38
2020
Q4 		$625K Sell
4,921
-216
-4% -$24.1K 0.59% 43
2020
Q3 		$494K Sell
5,137
-1,612
-24% -$158K 0.51% 55
2020
Q2 		$635K Sell
6,749
-19,697
-74% -$1.87M 0.64% 43
2020
Q1 		$2.38M Sell
26,446
-97
-0.4% -$11.8K 2.85% 8
2019
Q4 		$3.54M Buy
+26,543
New +$3.4M 2.36% 7

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vigilare Wealth Management's JPM Position: Q2 2026 in Review

Vigilare Wealth Management increased its JPMorgan Chase (JPM) stake by 0.66% in Q2 2026, buying an estimated $14K and bringing the position to 6,897 shares worth $2.26M. The position accounts for 0.69% of the portfolio, ranked #32.

Vigilare Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.54M in Q4 2019. 1,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vigilare Wealth Management held 6,897 shares of JPMorgan Chase worth $2.26M as of Q2 2026.
  • Vigilare Wealth Management bought 45 JPMorgan Chase shares in Q2 2026, an estimated $14K.
  • JPMorgan Chase made up 0.69% of Vigilare Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Vigilare Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Vigilare Wealth Management's JPMorgan Chase position peaked at $3.54M in Q4 2019.
  • 1,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.