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VCI Wealth Management LLC

SEC CIK
0002009388
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by VCI Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
14,902
Value
$4.88M
% of portfolio
1.2%
Quarters held
11
Since Q4 2023
Holdings of JPM by VCI Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,902$4.88M1.2%+455+3.1%AddedHolders
Q1 202614,447$4.25M1.2%−28−0.2%ReducedHolders
Q4 202514,475$4.66M1.3%−386−2.6%ReducedHolders
Q3 202514,861$4.69M1.4%+3,036+25.7%AddedHolders
Q2 202511,825$3.43M1.2%+907+8.3%AddedHolders
Q1 202510,918$2.68M1.1%−63−0.6%ReducedHolders
Q4 202410,981$2.63M1.1%+1,176+12.0%AddedHolders
Q3 20249,805$2.07M0.9%+6,821+228.6%AddedHolders
Q2 20242,984$603.6K0.3%−221−6.9%ReducedHolders
Q1 20243,205$642.1K0.4%+821+34.4%AddedHolders
Q4 20232,384$405.6K0.2%–No prior filingHolders