VBFG
JPM icon

Vishria Bird Financial Group’s JPMorgan Chase JPM Stock Holding History

Vishria Bird Financial 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
2025
Q3 		$655K Buy
2,075
+162
+8% +$48.2K 0.13% 57
2025
Q2 		$555K Buy
1,913
+10
+0.5% +$2.55K 0.18% 54
2025
Q1 		$467K Hold
1,903
– – 0.16% 56
2024
Q4 		$456K Hold
1,903
– – 0.16% 56
2024
Q3 		$401K Hold
1,903
– – 0.15% 60
2024
Q2 		$385K Buy
1,903
+16
+0.8% +$3.13K 0.16% 50
2024
Q1 		$378K Sell
1,887
-40
-2% -$7.22K 0.16% 49
2023
Q4 		$328K Hold
1,927
– – 0.16% 47
2023
Q3 		$279K Hold
1,927
– – 0.16% 46
2023
Q2 		$280K Hold
1,927
– – 0.17% 47
2023
Q1 		$251K Hold
1,927
– – 0.16% 48
2022
Q4 		$258K Hold
1,927
– – 0.18% 50
2022
Q3 		$201K Hold
1,927
– – 0.14% 55
2022
Q2 		$217K Hold
1,927
– – 0.14% 55
2022
Q1 		$263K Hold
1,927
– – 0.15% 53
2021
Q4 		$305K Buy
1,927
+40
+2% +$6.57K 0.14% 55
2021
Q3 		$309K Hold
1,887
– – 0.16% 51
2021
Q2 		$294K Sell
1,887
-65
-3% -$10.2K 0.14% 50
2021
Q1 		$297K Hold
1,952
– – 0.16% 45
2020
Q4 		$248K Buy
+1,952
New +$218K 0.14% 45
2020
Q1 		– Sell
-1,954
Closed -$272K – 46
2019
Q4 		$272K Sell
1,954
-80
-4% -$10.3K 0.26% 35
2019
Q3 		$239K Sell
2,034
-33
-2% -$3.73K 0.27% 41
2019
Q2 		$231K Buy
+2,067
New +$228K 0.23% 45
2019
Q1 		– Sell
-2,692
Closed -$263K – 54
2018
Q4 		$263K Sell
2,692
-92
-3% -$9.8K 0.29% 40
2018
Q3 		$314K Hold
2,784
– – 0.27% 32
2018
Q2 		$290K Buy
+2,784
New +$305K 0.27% 33

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vishria Bird Financial Group's JPM Position: Q3 2025 in Review

Vishria Bird Financial Group increased its JPMorgan Chase (JPM) stake by 8.5% in Q3 2025, buying an estimated $48.2K and bringing the position to 2,075 shares worth $655K. The position accounts for 0.13% of the portfolio, ranked #57.

Vishria Bird Financial Group first reported a position in JPM in Q2 2018 and has held it in 26 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Vishria Bird Financial Group held 2,075 shares of JPMorgan Chase worth $655K as of Q3 2025.
  • Vishria Bird Financial Group bought 162 JPMorgan Chase shares in Q3 2025, an estimated $48.2K.
  • JPMorgan Chase made up 0.13% of Vishria Bird Financial Group's portfolio in Q3 2025, its #57 holding.
  • Vishria Bird Financial Group first reported a position in JPMorgan Chase in Q2 2018 and has held it in 26 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.