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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
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 $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

Visionary Wealth Advisors's JPM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, selling an estimated $281K and leaving 54,250 shares worth $16M. The position accounts for 0.71% of the portfolio, ranked #37.

Visionary Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.8M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Visionary Wealth Advisors held 54,250 shares of JPMorgan Chase worth $16M as of Q1 2026.
  • Visionary Wealth Advisors sold 926 JPMorgan Chase shares in Q1 2026, an estimated $281K.
  • JPMorgan Chase made up 0.71% of Visionary Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's JPMorgan Chase position peaked at $17.8M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.