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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vise Technologies's JPM Position: Q1 2026 in Review

Vise Technologies held its JPMorgan Chase (JPM) position steady in Q1 2026 at 132,017 shares worth $42.5M. The position accounts for 0.84% of the portfolio, ranked #19.

Vise Technologies first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vise Technologies held 132,017 shares of JPMorgan Chase worth $42.5M as of Q1 2026.
  • Vise Technologies left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.84% of Vise Technologies's portfolio in Q1 2026, its #19 holding.
  • Vise Technologies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.