Viking Fund Management’s JPMorgan Chase JPM Stock Holding History

Viking Fund 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	$14.4M	Hold	44,000	–	–	1.29%	23
2026 Q1	$12.9M	Buy	44,000 +8,000	+22%	+$2.43M	1.33%	19
2025 Q4	$11.6M	Sell	36,000 -3,000	-8%	-$929K	1.34%	21
2025 Q3	$12.3M	Sell	39,000 -3,000	-7%	-$892K	1.49%	17
2025 Q2	$12.2M	Hold	42,000	–	–	1.67%	13
2025 Q1	$10.3M	Hold	42,000	–	–	1.49%	17
2024 Q4	$10.1M	Hold	42,000	–	–	1.57%	16
2024 Q3	$8.86M	Sell	42,000 -3,000	-7%	-$632K	1.44%	22
2024 Q2	$9.1M	Sell	45,000 -19,000	-30%	-$3.71M	1.63%	18
2024 Q1	$12.8M	Sell	64,000 -3,000	-4%	-$541K	2.32%	9
2023 Q4	$11.4M	Sell	67,000 -20,000	-23%	-$3.03M	2.22%	10
2023 Q3	$12.6M	Sell	87,000 -6,000	-6%	-$899K	2.54%	4
2023 Q2	$13.5M	Buy	93,000 +3,000	+3%	+$413K	2.56%	3
2023 Q1	$11.7M	Hold	90,000	–	–	2.26%	7
2022 Q4	$12.1M	Hold	90,000	–	–	2.39%	5
2022 Q3	$9.4M	Buy	90,000 +13,000	+17%	+$1.49M	2.22%	7
2022 Q2	$8.67M	Buy	77,000 +13,500	+21%	+$1.67M	2.01%	10
2022 Q1	$8.66M	Buy	63,500 +9,500	+18%	+$1.4M	1.97%	8
2021 Q4	$8.55M	Hold	54,000	–	–	2.25%	8
2021 Q3	$8.84M	Hold	54,000	–	–	2.56%	5
2021 Q2	$8.4M	Buy	54,000 +1,000	+2%	+$157K	2.4%	5
2021 Q1	$8.07M	Buy	53,000 +4,000	+8%	+$575K	2.41%	6
2020 Q4	$6.23M	Hold	49,000	–	–	2%	10
2020 Q3	$4.72M	Hold	49,000	–	–	1.75%	18
2020 Q2	$4.61M	Buy	49,000 +19,000	+63%	+$1.8M	1.71%	18
2020 Q1	$2.7M	Sell	30,000 -1,000	-3%	-$121K	1.19%	34
2019 Q4	$4.32M	Sell	31,000 -1,000	-3%	-$128K	1.21%	34
2019 Q3	$3.77M	Sell	32,000 -3,000	-9%	-$339K	1.08%	40
2019 Q2	$3.91M	Sell	35,000 -10,000	-22%	-$1.1M	1.04%	36
2019 Q1	$4.55M	Buy	45,000 +14,000	+45%	+$1.44M	1.13%	37
2018 Q4	$3.03M	Buy	31,000 +16,000	+107%	+$1.7M	0.84%	44
2018 Q3	$1.69M	Hold	15,000	–	–	0.35%	75
2018 Q2	$1.56M	Hold	15,000	–	–	0.3%	78
2018 Q1	$1.65M	Sell	15,000 -1,000	-6%	-$113K	0.31%	77
2017 Q4	$1.71M	Hold	16,000	–	–	0.28%	75
2017 Q3	$1.53M	Hold	16,000	–	–	0.24%	80
2017 Q2	$1.46M	Sell	16,000 -1,000	-6%	-$86.3K	0.22%	84
2017 Q1	$1.49M	Hold	17,000	–	–	0.2%	90
2016 Q4	$1.47M	Buy	+17,000	New	+$1.3M	0.19%	84

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Viking Fund Management's JPM Position: Q2 2026 in Review

Viking Fund Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 44,000 shares worth $14.4M. The position accounts for 1.29% of the portfolio, ranked #23.

Viking Fund Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 1,242 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Viking Fund Management held 44,000 shares of JPMorgan Chase worth $14.4M as of Q2 2026.
Viking Fund Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.29% of Viking Fund Management's portfolio in Q2 2026, its #23 holding.
Viking Fund Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
1,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.