VT
JPM icon

Vise Technologies’s JPMorgan Chase JPM Stock Holding History

Vise Technologies’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 		$82.5M Buy
251,991
+119,974
+91% +$37.3M 0.93% 17
2026
Q1 		$42.5M Hold
132,017
– – 0.84% 19
2025
Q4 		$42.5M Buy
132,017
+52,479
+66% +$16.2M 0.83% 19
2025
Q3 		$25.1M Sell
79,538
-26,939
-25% -$8.01M 0.93% 17
2025
Q2 		$30.9M Buy
+106,477
New +$27.2M 1.27% 8
2024
Q4 		$11.1M Sell
46,233
-4,869
-10% -$1.13M 0.92% 19
2024
Q3 		$10.8M Buy
51,102
+11,248
+28% +$2.37M 1.37% 14
2024
Q2 		$8.06M Buy
39,854
+191
+0.5% +$37.3K 1.41% 15
2024
Q1 		$7.94M Buy
39,663
+10,571
+36% +$1.91M 1.56% 14
2023
Q4 		$4.95M Buy
29,092
+2,419
+9% +$367K 1.07% 22
2023
Q3 		$3.87M Buy
26,673
+1,367
+5% +$205K 0.95% 26
2023
Q2 		$3.68M Buy
25,306
+1,235
+5% +$170K 0.89% 27
2023
Q1 		$3.14M Buy
24,071
+3,871
+19% +$530K 0.83% 28
2022
Q4 		$2.71M Buy
20,200
+4,331
+27% +$549K 0.85% 26
2022
Q3 		$1.66M Buy
15,869
+3,393
+27% +$389K 0.62% 37
2022
Q2 		$1.41M Buy
12,476
+3,519
+39% +$436K 0.55% 39
2022
Q1 		$1.22M Buy
8,957
+6,839
+323% +$1.01M 0.46% 62
2021
Q4 		$335K Buy
+2,118
New +$348K 0.09% 104

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vise Technologies's JPM Position: Q2 2026 in Review

Vise Technologies increased its JPMorgan Chase (JPM) stake by 91% in Q2 2026, buying an estimated $37.3M and bringing the position to 251,991 shares worth $82.5M. The position accounts for 0.93% of the portfolio, ranked #17.

Vise Technologies first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vise Technologies held 251,991 shares of JPMorgan Chase worth $82.5M as of Q2 2026.
  • Vise Technologies bought 119,974 JPMorgan Chase shares in Q2 2026, an estimated $37.3M.
  • JPMorgan Chase made up 0.93% of Vise Technologies's portfolio in Q2 2026, its #17 holding.
  • Vise Technologies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.