Vontobel Holding
JPM icon

Vontobel Holding’s JPMorgan Chase JPM Stock Holding History

Vontobel Holding’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 		$97.4M Sell
331,180
-49,964
-13% -$15.2M 0.33% 65
2025
Q4 		$123M Buy
381,144
+19,613
+5% +$6.07M 0.39% 56
2025
Q3 		$114M Buy
361,531
+12,469
+4% +$3.71M 0.34% 53
2025
Q2 		$101M Buy
349,062
+2,565
+0.7% +$655K 0.32% 58
2025
Q1 		$85M Buy
346,497
+56,103
+19% +$14.3M 0.31% 57
2024
Q4 		$69.6M Buy
290,394
+11,405
+4% +$2.66M 0.24% 68
2024
Q3 		$58.8M Sell
278,989
-3,008
-1% -$634K 0.19% 89
2024
Q2 		$57M Sell
281,997
-21,527
-7% -$4.21M 0.19% 84
2024
Q1 		$60.8M Sell
303,524
-35,073
-10% -$6.33M 0.49% 50
2023
Q4 		$57.6M Buy
338,597
+218
+0.1% +$33K 0.48% 50
2023
Q3 		$49.1M Buy
338,379
+2,750
+0.8% +$412K 0.45% 50
2023
Q2 		$48.8M Sell
335,629
-8,867
-3% -$1.22M 0.43% 51
2023
Q1 		$44.9M Sell
344,496
-7,221
-2% -$989K 0.42% 53
2022
Q4 		$46.6M Buy
351,717
+46,352
+15% +$5.87M 0.47% 44
2022
Q3 		$32.4M Buy
305,365
+48,944
+19% +$5.62M 0.38% 64
2022
Q2 		$29.6M Buy
256,421
+10,728
+4% +$1.33M 0.32% 74
2022
Q1 		$34.5M Buy
245,693
+62,381
+34% +$9.21M 0.3% 73
2021
Q4 		$29.1M Buy
183,312
+25,758
+16% +$4.23M 0.24% 91
2021
Q3 		$25.8M Buy
157,554
+21,061
+15% +$3.3M 0.23% 96
2021
Q2 		$21M Sell
136,493
-50,827
-27% -$7.98M 0.18% 111
2021
Q1 		$28.5M Sell
187,320
-21,843
-10% -$3.14M 0.21% 69
2020
Q4 		$29.3M Buy
+209,163
New +$23.4M 0.19% 76

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

Vontobel Holding's JPM Position: Q1 2026 in Review

Vontobel Holding reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $15.2M and leaving 331,180 shares worth $97.4M. The position accounts for 0.33% of the portfolio, ranked #65.

Vontobel Holding first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $123M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vontobel Holding held 331,180 shares of JPMorgan Chase worth $97.4M as of Q1 2026.
  • Vontobel Holding sold 49,964 JPMorgan Chase shares in Q1 2026, an estimated $15.2M.
  • JPMorgan Chase made up 0.33% of Vontobel Holding's portfolio in Q1 2026, its #65 holding.
  • Vontobel Holding first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's JPMorgan Chase position peaked at $123M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.