Vivid Wealth Management’s JPMorgan Chase JPM Stock Holding History

Vivid Wealth Management’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	$3.07M	Sell	9,291 -162	-2%	-$56.7K	1.1%	25
2026 Q2	$3.09M	Sell	9,453 -52	-0.5%	-$16.1K	1.09%	28
2026 Q1	$2.8M	Sell	9,505 -124	-1%	-$37.6K	1.13%	24
2025 Q4	$3.1M	Buy	9,629 +369	+4%	+$114K	1.21%	22
2025 Q3	$2.92M	Sell	9,260 -1,004	-10%	-$299K	1.16%	23
2025 Q2	$2.98M	Sell	10,264 -828	-7%	-$211K	1.31%	22
2025 Q1	$2.72M	Sell	11,092 -349	-3%	-$89K	1.36%	19
2024 Q4	$2.74M	Sell	11,441 -278	-2%	-$64.8K	1.39%	21
2024 Q3	$2.47M	Sell	11,719 -222	-2%	-$46.8K	1.29%	27
2024 Q2	$2.42M	Buy	11,941 +6,735	+129%	+$1.32M	1.35%	22
2024 Q1	$1.04M	Sell	5,206 -170	-3%	-$30.7K	0.65%	28
2023 Q4	$914K	Buy	+5,376	New	+$815K	0.62%	28

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vivid Wealth Management's JPM Position: Q3 2026 in Review

Vivid Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $56.7K and leaving 9,291 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #25.

Vivid Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.1M in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Vivid Wealth Management held 9,291 shares of JPMorgan Chase worth $3.07M as of Q3 2026.
Vivid Wealth Management sold 162 JPMorgan Chase shares in Q3 2026, an estimated $56.7K.
JPMorgan Chase made up 1.1% of Vivid Wealth Management's portfolio in Q3 2026, its #25 holding.
Vivid Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
Vivid Wealth Management's JPMorgan Chase position peaked at $3.1M in Q4 2025.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Vivid Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.