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VisionPoint Advisory Group’s JPMorgan Chase JPM Stock Holding History

VisionPoint Advisory 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
2026
Q2 		$3.97M Buy
12,118
+282
+2% +$87.6K 0.65% 36
2026
Q1 		$3.48M Buy
11,836
+1,855
+19% +$563K 0.66% 34
2025
Q4 		$3.22M Sell
9,981
-146
-1% -$45.2K 0.63% 39
2025
Q3 		$3.19M Sell
10,127
-450
-4% -$134K 0.64% 35
2025
Q2 		$3.07M Buy
10,577
+3,176
+43% +$810K 0.67% 31
2025
Q1 		$1.82M Buy
7,401
+985
+15% +$251K 0.62% 49
2024
Q4 		$1.54M Sell
6,416
-756
-11% -$176K 0.53% 55
2024
Q3 		$1.51M Sell
7,172
-6,017
-46% -$1.27M 0.51% 58
2024
Q2 		$2.67M Buy
13,189
+36
+0.3% +$7.04K 0.95% 29
2024
Q1 		$2.63M Sell
13,153
-9,746
-43% -$1.76M 0.95% 25
2023
Q4 		$3.9M Sell
22,899
-1,590
-6% -$241K 1.44% 11
2023
Q3 		$3.55M Buy
24,489
+1,978
+9% +$297K 1.52% 15
2023
Q2 		$3.27M Buy
22,511
+2,830
+14% +$389K 1.34% 15
2023
Q1 		$2.64M Buy
19,681
+3,195
+19% +$438K 1.16% 22
2022
Q4 		$2.35M Buy
16,486
+13,848
+525% +$1.75M 0.97% 27
2022
Q3 		$276K Buy
2,638
+843
+47% +$96.7K 0.13% 72
2022
Q2 		$216K Sell
1,795
-4,423
-71% -$548K 0.09% 92
2022
Q1 		$734K Sell
6,218
-1,339
-18% -$198K 0.34% 51
2021
Q4 		$1.15M Buy
7,557
+304
+4% +$49.9K 0.5% 45
2021
Q3 		$1.22M Sell
7,253
-1,625
-18% -$255K 0.54% 45
2021
Q2 		$1.38M Sell
8,878
-2,721
-23% -$427K 0.62% 48
2021
Q1 		$1.77M Sell
11,599
-355
-3% -$51.1K 0.85% 42
2020
Q4 		$1.52M Buy
+11,954
New +$1.34M 0.77% 34
2020
Q3 		– Sell
-2,102
Closed -$207K – 128
2020
Q2 		$207K Sell
2,102
-3,617
-63% -$343K 0.08% 104
2020
Q1 		$515K Sell
5,719
-1,132
-17% -$138K 0.24% 57
2019
Q4 		$955K Sell
6,851
-2,346
-26% -$301K 0.4% 46
2019
Q3 		$1.05M Sell
9,197
-24,414
-73% -$2.76M 0.29% 47
2019
Q2 		$3.76M Buy
33,611
+1,262
+4% +$139K 1.08% 9
2019
Q1 		$3.27M Buy
32,349
+25,235
+355% +$2.6M 0.92% 16
2018
Q4 		$694K Buy
+7,114
New +$758K 0.22% 54

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's JPM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $87.6K and bringing the position to 12,118 shares worth $3.97M. The position accounts for 0.65% of the portfolio, ranked #36.

VisionPoint Advisory Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • VisionPoint Advisory Group held 12,118 shares of JPMorgan Chase worth $3.97M as of Q2 2026.
  • VisionPoint Advisory Group bought 282 JPMorgan Chase shares in Q2 2026, an estimated $87.6K.
  • JPMorgan Chase made up 0.65% of VisionPoint Advisory Group's portfolio in Q2 2026, its #36 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.