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 Q2	$491K	Buy	+1,500	New	+$466K	﹤0.01%	1054
2026 Q1	–	Sell	-6,000	Closed	-$1.93M	–	1359
2025 Q4	$1.93M	Buy	+6,000	New	+$1.86M	0.01%	589
2025 Q3	–	Sell	-28,000	Closed	-$8.12M	–	1396
2025 Q2	$8.12M	Buy	+28,000	New	+$7.15M	0.03%	287

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

Vontobel Holding's JPM Position: Q2 2026 in Review

Vontobel Holding reduced its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, selling an estimated $741K and leaving 328,793 shares worth $108M. The position accounts for 0.34% of the portfolio, ranked #71.

Vontobel Holding first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $123M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vontobel Holding held 328,793 shares of JPMorgan Chase worth $108M as of Q2 2026.
Vontobel Holding sold 2,387 JPMorgan Chase shares in Q2 2026, an estimated $741K.
JPMorgan Chase made up 0.34% of Vontobel Holding's portfolio in Q2 2026, its #71 holding.
Vontobel Holding first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
Vontobel Holding's JPMorgan Chase position peaked at $123M in Q4 2025.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.