VisionPoint Advisory Group’s JPMorgan Chase JPM Stock Holding History
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
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. 5,130 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.
- 5,130 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.