Voloridge Investment Management
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Voloridge Investment Management’s JPMorgan Chase JPM Stock Holding History

Voloridge Investment 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 		$46.9M Sell
143,170
-349,486
-71% -$109M 0.2% 164
2026
Q1 		$145M Buy
+492,656
New +$150M 0.58% 22
2023
Q2 		– Sell
-305,869
Closed -$39.9M – 1461
2023
Q1 		$39.9M Buy
+305,869
New +$41.9M 0.2% 153
2022
Q4 		– Sell
-423,072
Closed -$44.2M – 1536
2022
Q3 		$44.2M Sell
423,072
-139,351
-25% -$16M 0.24% 111
2022
Q2 		$63.3M Sell
562,423
-286,307
-34% -$35.5M 0.33% 73
2022
Q1 		$116M Buy
848,730
+664,147
+360% +$98M 0.66% 12
2021
Q4 		$29.2M Buy
184,583
+166,758
+936% +$27.4M 0.16% 163
2021
Q3 		$2.92M Buy
17,825
+15,110
+557% +$2.37M 0.02% 908
2021
Q2 		$422K Sell
2,715
-41,435
-94% -$6.51M ﹤0.01% 1469
2021
Q1 		$6.72M Buy
+44,150
New +$6.35M 0.05% 437
2020
Q4 		– Sell
-223,952
Closed -$21.6M – 1453
2020
Q3 		$21.6M Sell
223,952
-727,945
-76% -$71.5M 0.18% 141
2020
Q2 		$89.5M Buy
+951,897
New +$90.3M 1.02% 12
2019
Q4 		– Sell
-67,898
Closed -$7.99M – 1225
2019
Q3 		$7.99M Sell
67,898
-251,973
-79% -$28.5M 0.14% 171
2019
Q2 		$35.8M Sell
319,871
-463,583
-59% -$51.1M 0.99% 11
2019
Q1 		$79.3M Buy
+783,454
New +$80.7M 2.39% 3
2017
Q3 		– Sell
-302,397
Closed -$27.6M – 459
2017
Q2 		$27.6M Buy
+302,397
New +$26.1M 0.69% 36
2017
Q1 		– Sell
-298,109
Closed -$25.7M – 587
2016
Q4 		$25.7M Sell
298,109
-186,958
-39% -$14.3M 0.55% 37
2016
Q3 		$32.3M Buy
485,067
+480,803
+11,276% +$31.3M 0.7% 17
2016
Q2 		$265K Sell
4,264
-339,140
-99% -$21.2M 0.01% 270
2016
Q1 		$20.3M Buy
+343,404
New +$20.1M 0.48% 44
2015
Q3 		– Sell
-69,200
Closed -$4.69M – 342
2015
Q2 		$4.69M Buy
+69,200
New +$4.52M 0.24% 108

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

Voloridge Investment Management's JPM Position: Q2 2026 in Review

Voloridge Investment Management reduced its JPMorgan Chase (JPM) stake by 71% in Q2 2026, selling an estimated $109M and leaving 143,170 shares worth $46.9M. The position accounts for 0.2% of the portfolio, ranked #164.

Voloridge Investment Management first reported a position in JPM in Q2 2015 and has held it in 21 quarters since. The position peaked at $145M in Q1 2026. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Voloridge Investment Management held 143,170 shares of JPMorgan Chase worth $46.9M as of Q2 2026.
  • Voloridge Investment Management sold 349,486 JPMorgan Chase shares in Q2 2026, an estimated $109M.
  • JPMorgan Chase made up 0.2% of Voloridge Investment Management's portfolio in Q2 2026, its #164 holding.
  • Voloridge Investment Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 21 quarters since.
  • Voloridge Investment Management's JPMorgan Chase position peaked at $145M in Q1 2026.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.