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Vision Financial Markets’s JPMorgan Chase JPM Stock Holding History

Vision Financial Markets’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 		$5.41M Buy
16,432
+2
+0% +$621 4.69% 6
2026
Q1 		$4.83M Sell
16,430
-163
-1% -$49.5K 4.72% 7
2025
Q4 		$5.35M Sell
16,593
-108
-0.6% -$33.4K 5.46% 6
2025
Q3 		$5.27M Buy
16,701
+2
+0% +$595 4.5% 7
2025
Q2 		$4.84M Buy
16,699
+2
+0% +$510 4.56% 6
2025
Q1 		$4.1M Sell
16,697
-78
-0.5% -$19.9K 4.46% 6
2024
Q4 		$4.02M Buy
+16,775
New +$3.91M 4.31% 7

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vision Financial Markets's JPM Position: Q2 2026 in Review

Vision Financial Markets increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $621 and bringing the position to 16,432 shares worth $5.41M. The position accounts for 4.69% of the portfolio, ranked #6.

Vision Financial Markets first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vision Financial Markets held 16,432 shares of JPMorgan Chase worth $5.41M as of Q2 2026.
  • Vision Financial Markets bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 4.69% of Vision Financial Markets's portfolio in Q2 2026, its #6 holding.
  • Vision Financial Markets first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.