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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vivid Wealth Management's JPM Position: Q1 2026 in Review

Vivid Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $37.6K and leaving 9,505 shares worth $2.8M. The position accounts for 1.13% of the portfolio, ranked #24.

Vivid Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.1M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vivid Wealth Management held 9,505 shares of JPMorgan Chase worth $2.8M as of Q1 2026.
  • Vivid Wealth Management sold 124 JPMorgan Chase shares in Q1 2026, an estimated $37.6K.
  • JPMorgan Chase made up 1.13% of Vivid Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Vivid Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Vivid Wealth Management's JPMorgan Chase position peaked at $3.1M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.