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
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 $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

Voloridge Investment Management's JPM Position: Q1 2026 in Review

Voloridge Investment Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 492,656 shares worth $145M. The stake represents 0.58% of the portfolio and ranks #22 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in JPM as recently as Q1 2023.

Voloridge Investment Management first reported a position in JPM in Q2 2015 and has held it in 20 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Voloridge Investment Management held 492,656 shares of JPMorgan Chase worth $145M as of Q1 2026.
  • JPMorgan Chase was a new Voloridge Investment Management position in Q1 2026.
  • JPMorgan Chase made up 0.58% of Voloridge Investment Management's portfolio in Q1 2026, its #22 holding.
  • Voloridge Investment Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 20 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.