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 		– 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
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.