Vestmark Advisory Solutions, Inc. / JPM
Vestmark Advisory Solutions, Inc.’s Jpmorgan Chase & Co Position
Does Vestmark Advisory Solutions, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 167.2K shares worth $49M (+0.55% of its 13F portfolio) as of Q1 2026, up from 110.3K shares the prior filed quarter.
Position Value
$49M
Q1 2026
Shares
167.2K
% of Portfolio
+0.55%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 167.2K | $49M | +0.55% |
| Q4 2025 | 110.3K | $36M | +0.48% |
| Q3 2025 | 53.8K | $17M | +0.32% |
| Q2 2025 | 43.5K | $13M | +0.18% |
| Q1 2025 | 27.5K | $7M | +0.17% |
| Q4 2024 | 13.6K | $3M | +0.11% |
| Q3 2024 | 10.8K | $2M | +0.08% |
| Q2 2024 | 9.8K | $2M | +0.08% |
| Q1 2024 | 7.6K | $2M | +0.07% |
| Q4 2023 | 4.6K | $776,166 | +0.04% |
| Q3 2023 | 2.3K | $332,966 | +0.02% |
| Q2 2023 | 102.0K | $15M | +0.57% |
| Q1 2023 | 104.2K | $14M | +0.59% |
| Q4 2022 | 106.8K | $14M | +0.70% |
| Q3 2022 | 97.4K | $10M | +0.57% |
| Q2 2022 | 101.8K | $11M | +0.66% |
| Q1 2022 | 103.0K | $14M | +0.79% |
| Q4 2021 | 90.1K | $14M | +0.81% |
| Q3 2021 | 85.9K | $14M | +0.95% |
| Q2 2021 | 82.8K | $13M | +0.92% |
| Q1 2021 | 79.8K | $12M | +1.08% |
| Q4 2020 | 81.3K | $10M | +1.16% |
| Q3 2020 | 81.4K | $8M | +1.05% |
| Q2 2020 | 77.7K | $7M | +1.13% |
| Q1 2020 | 74.4K | $7M | +1.31% |
| Q4 2019 | 10.4K | $226,000 | +0.05% |
| Q3 2019 | 71.1K | $8M | +1.36% |
| Q2 2019 | 62.9K | $7M | +1.20% |
| Q1 2019 | 70.5K | $7M | +1.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vestmark Advisory Solutions, Inc.’s full portfolio or all institutional holders of JPM.