VWM
JPM icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vivid Wealth Management's JPM Position: Q2 2026 in Review

Vivid Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, selling an estimated $16.1K and leaving 9,453 shares worth $3.09M. The position accounts for 1.09% of the portfolio, ranked #28.

Vivid Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vivid Wealth Management held 9,453 shares of JPMorgan Chase worth $3.09M as of Q2 2026.
  • Vivid Wealth Management sold 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 1.09% of Vivid Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Vivid Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Vivid Wealth Management's JPMorgan Chase position peaked at $3.1M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.