VisionPoint Advisory Group
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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
Q3 		$3.78M Sell
11,417
-701
-6% -$245K 0.59% 43
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 		$3.28M 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

VisionPoint Advisory Group's JPM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its JPMorgan Chase (JPM) stake by 5.8% in Q3 2026, selling an estimated $245K and leaving 11,417 shares worth $3.78M. The position accounts for 0.59% of the portfolio, ranked #43.

VisionPoint Advisory Group first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.97M in Q2 2026. 1,318 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • VisionPoint Advisory Group held 11,417 shares of JPMorgan Chase worth $3.78M as of Q3 2026.
  • VisionPoint Advisory Group sold 701 JPMorgan Chase shares in Q3 2026, an estimated $245K.
  • JPMorgan Chase made up 0.59% of VisionPoint Advisory Group's portfolio in Q3 2026, its #43 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • VisionPoint Advisory Group's JPMorgan Chase position peaked at $3.97M in Q2 2026.
  • 1,318 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.