Question 1

How many shares of JPM does Vident Advisory, LLC own?

Accepted Answer

As of 2026-Q1, Vident Advisory, LLC holds 163,755 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Vident Advisory, LLC's JPM position worth?

Accepted Answer

As of 2026-Q1, Vident Advisory, LLC's JPM position is worth $48.2M.

Question 3

Is Vident Advisory, LLC buying or selling JPM?

Accepted Answer

In 2026-Q1, Vident Advisory, LLC decreased their JPM position (-4.6% change in shares).

Question 4

When did Vident Advisory, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Vident Advisory, LLC first reported a position in JPM in 2024-Q2. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	163,755	-4.6%	$48.2M	0.4%	$300.26	0
2025-Q4	Increased	171,661	+20.2%	$55.3M	0.5%	$321.97	49
2025-Q3	Increased	142,850	+2.7%	$45.1M	0.4%	$312.75	36
2025-Q2	Increased	139,088	+7.4%	$40.3M	0.5%	$283.07	37
2025-Q1	Increased	129,454	+17.6%	$31.8M	0.5%	$237.97	40
2024-Q4	Increased	110,104	+1.5%	$26.4M	0.5%	$233.31	35
2024-Q3	Increased	108,487	+6.2%	$22.9M	0.6%	$203.96	43
2024-Q2	Decreased	102,173	-17.7%	$20.7M	0.6%	$194.90	0

JPMShowing 8 of 11 quarters

JPM
Showing 8 of 11 quarters