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Visionary Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Visionary Wealth Advisors’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 		$17.7M Sell
53,977
-273
-0.5% -$84.8K 0.7% 33
2026
Q1 		$16M Sell
54,250
-926
-2% -$281K 0.71% 37
2025
Q4 		$17.8M Sell
55,176
-480
-0.9% -$149K 0.8% 31
2025
Q3 		$17.6M Sell
55,656
-38
-0.1% -$11.3K 0.82% 32
2025
Q2 		$16.1M Sell
55,694
-273
-0.5% -$69.7K 0.82% 27
2025
Q1 		$13.7M Sell
55,967
-2,567
-4% -$654K 0.82% 25
2024
Q4 		$14M Sell
58,534
-1,750
-3% -$408K 0.82% 23
2024
Q3 		$12.7M Sell
60,284
-2,910
-5% -$613K 0.77% 25
2024
Q2 		$12.8M Sell
63,194
-109
-0.2% -$21.3K 0.84% 23
2024
Q1 		$12.7M Sell
63,303
-171
-0.3% -$30.9K 0.86% 23
2023
Q4 		$10.8M Sell
63,474
-384
-0.6% -$58.2K 0.79% 24
2023
Q3 		$9.26M Sell
63,858
-970
-1% -$145K 0.75% 27
2023
Q2 		$9.43M Sell
64,828
-888
-1% -$122K 0.75% 29
2023
Q1 		$8.56M Sell
65,716
-1,102
-2% -$151K 0.73% 34
2022
Q4 		$8.96M Sell
66,818
-755
-1% -$95.7K 0.83% 28
2022
Q3 		$7.06M Sell
67,573
-4,869
-7% -$559K 0.73% 35
2022
Q2 		$8.16M Buy
72,442
+439
+0.6% +$54.4K 0.73% 33
2022
Q1 		$9.81M Buy
72,003
+1,578
+2% +$233K 0.79% 30
2021
Q4 		$11.2M Buy
70,425
+541
+0.8% +$88.8K 0.91% 29
2021
Q3 		$11.4M Buy
69,884
+287
+0.4% +$45K 1.18% 23
2021
Q2 		$10.8M Buy
69,597
+2,715
+4% +$426K 1.09% 26
2021
Q1 		$10.2M Sell
66,882
-111
-0.2% -$16K 1.07% 24
2020
Q4 		$8.51M Sell
66,993
-1,465
-2% -$164K 0.95% 27
2020
Q3 		$6.59M Buy
68,458
+2,729
+4% +$268K 0.93% 31
2020
Q2 		$6.18M Buy
65,729
+2,385
+4% +$226K 0.94% 31
2020
Q1 		$5.7M Sell
63,344
-9,155
-13% -$1.11M 1.07% 26
2019
Q4 		$10.1M Buy
+72,499
New +$9.3M 1.81% 15

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 $3.38T AUM 44.17% 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

Visionary Wealth Advisors's JPM Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, selling an estimated $84.8K and leaving 53,977 shares worth $17.7M. The position accounts for 0.7% of the portfolio, ranked #33.

Visionary Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.8M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Visionary Wealth Advisors held 53,977 shares of JPMorgan Chase worth $17.7M as of Q2 2026.
  • Visionary Wealth Advisors sold 273 JPMorgan Chase shares in Q2 2026, an estimated $84.8K.
  • JPMorgan Chase made up 0.7% of Visionary Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's JPMorgan Chase position peaked at $17.8M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.