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JPMorgan Chase & Co

VYLD
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0000019617

In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 3 institutions reported holding it in 13F filings for Q2 2026, worth $115.4M in total; no superinvestor holds it.

Other share classesJPMAMJBJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

13F holders, Q2 2026

Institutional positions in JPMorgan Chase & Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3
+2 vs. Q1 2026
Shares held
3.91M
−26.1K (−0.7%) vs. Q1 2026
Total value
$115.4M
+$13.0M (+12.7%) vs. Q1 2026
New holders
2
0 more added
Sold out
0
1 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VYLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 3 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 2 institutionsQ1 2026: 1 institutionQ2 2026: 3 institutions
Value heldQ2 2026: $115.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $98.9MQ2 2025: $98.4MQ3 2025: $212.5MQ4 2025: $109.2MQ1 2026: $102.4MQ2 2026: $115.4M
Institutions holding VYLD and their total value by quarter
QuarterHoldersValue
Q2 20263$115.4M
Q1 20261$102.4M
Q4 20252$109.2M
Q3 20251$212.5M
Q2 20251$98.4M
Q1 20251$98.9M
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.

Institutions holding VYLD in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co3,856,000$113.8M0.01%−79,000−2.0%Reduced
Legacy Wealth Partners, LLC42,174$1.25M0.28%+42,174New
Global Assets Advisory, LLC10,720$317.4K0.07%+10,720New