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Virginia Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Virginia Wealth Management Group’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 		$7.51M Sell
22,945
-5
-0% -$1.55K 3.74% 3
2026
Q1 		$6.75M Sell
22,950
-518
-2% -$157K 3.61% 5
2025
Q4 		$7.56M Sell
23,468
-194
-0.8% -$60.1K 4.42% 2
2025
Q3 		$7.46M Sell
23,662
-361
-2% -$107K 4.3% 2
2025
Q2 		$6.96M Buy
24,023
+270
+1% +$68.9K 4.23% 2
2025
Q1 		$5.83M Sell
23,753
-2,129
-8% -$543K 3.6% 2
2024
Q4 		$6.2M Sell
25,882
-169
-0.6% -$39.4K 3.84% 2
2024
Q3 		$5.49M Buy
26,051
+4,049
+18% +$853K 3.44% 4
2024
Q2 		$4.45M Sell
22,002
-109
-0.5% -$21.3K 3.65% 4
2024
Q1 		$4.43M Sell
22,111
-805
-4% -$145K 3.62% 3
2023
Q4 		$3.9M Sell
22,916
-5,613
-20% -$851K 3.41% 3
2023
Q3 		$4.14M Sell
28,529
-103
-0.4% -$15.4K 2.8% 7
2023
Q2 		$4.16M Sell
28,632
-425
-1% -$58.5K 2.86% 7
2023
Q1 		$3.79M Buy
29,057
+383
+1% +$52.5K 2.6% 11
2022
Q4 		$3.85M Buy
28,674
+1,322
+5% +$168K 2.66% 9
2022
Q3 		$2.86M Buy
27,352
+5,738
+27% +$658K 2.13% 14
2022
Q2 		$2.43M Buy
21,614
+308
+1% +$38.2K 2.34% 18
2022
Q1 		$2.75M Buy
21,306
+15,933
+297% +$2.35M 2.46% 15
2021
Q4 		$851K Buy
+5,373
New +$882K 0.77% 49

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Virginia Wealth Management Group's JPM Position: Q2 2026 in Review

Virginia Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, selling an estimated $1.55K and leaving 22,945 shares worth $7.51M. The position accounts for 3.74% of the portfolio, ranked #3.

Virginia Wealth Management Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.56M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Virginia Wealth Management Group held 22,945 shares of JPMorgan Chase worth $7.51M as of Q2 2026.
  • Virginia Wealth Management Group sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 3.74% of Virginia Wealth Management Group's portfolio in Q2 2026, its #3 holding.
  • Virginia Wealth Management Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's JPMorgan Chase position peaked at $7.56M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.