Vision Retirement’s JPMorgan Chase JPM Stock Holding History

Vision Retirement’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	$838K	Sell	2,561 -6	-0.2%	-$1.86K	0.2%	73
2026 Q1	$755K	Buy	2,567 +8	+0.3%	+$2.43K	0.21%	70
2025 Q4	$825K	Buy	+2,559	New	+$792K	0.22%	67

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vision Retirement's JPM Position: Q2 2026 in Review

Vision Retirement reduced its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, selling an estimated $1.86K and leaving 2,561 shares worth $838K. The position accounts for 0.2% of the portfolio, ranked #73.

Vision Retirement first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vision Retirement held 2,561 shares of JPMorgan Chase worth $838K as of Q2 2026.
Vision Retirement sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.2% of Vision Retirement's portfolio in Q2 2026, its #73 holding.
Vision Retirement first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.