Voisard Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Voisard Asset Management 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 Q2	$1.67M	Sell	5,092 -111	-2%	-$34.5K	0.32%	33
2026 Q1	$1.53M	Buy	5,203 +156	+3%	+$47.3K	0.33%	33
2025 Q4	$1.63M	Buy	5,047 +149	+3%	+$46.1K	0.35%	28
2025 Q3	$1.54M	Buy	4,898 +56	+1%	+$16.7K	0.36%	28
2025 Q2	$1.4M	Buy	4,842 +84	+2%	+$21.4K	0.36%	31
2025 Q1	$1.17M	Sell	4,758 -4	-0.1%	-$1.02K	0.34%	29
2024 Q4	$1.14M	Sell	4,762 -306	-6%	-$71.3K	0.38%	30
2024 Q3	$1.07M	Buy	5,068 +173	+4%	+$36.4K	0.45%	21
2024 Q2	$990K	Buy	4,895 +6	+0.1%	+$1.17K	0.48%	18
2024 Q1	$979K	Buy	4,889 +7	+0.1%	+$1.26K	0.55%	16
2023 Q4	$830K	Buy	+4,882	New	+$740K	0.5%	18

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Voisard Asset Management Group's JPM Position: Q2 2026 in Review

Voisard Asset Management Group reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $34.5K and leaving 5,092 shares worth $1.67M. The position accounts for 0.32% of the portfolio, ranked #33.

Voisard Asset Management Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Voisard Asset Management Group held 5,092 shares of JPMorgan Chase worth $1.67M as of Q2 2026.
Voisard Asset Management Group sold 111 JPMorgan Chase shares in Q2 2026, an estimated $34.5K.
JPMorgan Chase made up 0.32% of Voisard Asset Management Group's portfolio in Q2 2026, its #33 holding.
Voisard Asset Management Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.