AIIMS
JPM icon

Analyst IMS Investment Management Services’s JPMorgan Chase JPM Stock Holding History

Analyst IMS Investment Management Services’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
Q2 		$975K Sell
2,978
-988
-25% -$307K 0.02% 99
2026
Q1 		$1.17M Buy
3,966
+125
+3% +$37.9K 0.04% 80
2025
Q4 		$1.24M Sell
3,841
-3,505
-48% -$1.09M 0.04% 73
2025
Q3 		$2.32M Sell
7,346
-9,539
-56% -$2.84M 0.07% 57
2025
Q2 		$4.89M Buy
16,885
+447
+3% +$114K 0.17% 38
2025
Q1 		$4.03M Buy
16,438
+7,191
+78% +$1.83M 0.16% 43
2024
Q4 		$2.22M Buy
9,247
+1,532
+20% +$357K 0.08% 57
2024
Q3 		$1.63M Buy
7,715
+3,213
+71% +$677K 0.06% 62
2024
Q2 		$911K Buy
4,502
+3,213
+249% +$628K 0.04% 76
2024
Q1 		$258K Buy
+1,289
New +$233K 0.01% 107
2022
Q1 		– Sell
-3,250
Closed -$515K – 106
2021
Q4 		$515K Sell
3,250
-260
-7% -$42.7K 0.05% 84
2021
Q3 		$575K Buy
3,510
+221
+7% +$34.6K 0.07% 80
2021
Q2 		$512K Buy
3,289
+64
+2% +$10.1K 0.06% 83
2021
Q1 		$491K Sell
3,225
-375
-10% -$54K 0.07% 83
2020
Q4 		$457K Buy
3,600
+350
+11% +$39.1K 0.08% 80
2020
Q3 		$313K Buy
+3,250
New +$319K 0.06% 82
2018
Q4 		– Sell
-1,260
Closed -$144K – 137
2018
Q3 		$144K Buy
+1,260
New +$143K 0.02% 112
2015
Q1 		– Sell
-4,039
Closed -$254K – 104
2014
Q4 		$254K Buy
+4,039
New +$243K 0.1% 90

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Analyst IMS Investment Management Services's JPM Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $307K and leaving 2,978 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #99.

Analyst IMS Investment Management Services first reported a position in JPM in Q4 2014 and has held it in 18 quarters since. The position peaked at $4.89M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Analyst IMS Investment Management Services held 2,978 shares of JPMorgan Chase worth $975K as of Q2 2026.
  • Analyst IMS Investment Management Services sold 988 JPMorgan Chase shares in Q2 2026, an estimated $307K.
  • JPMorgan Chase made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #99 holding.
  • Analyst IMS Investment Management Services first reported a position in JPMorgan Chase in Q4 2014 and has held it in 18 quarters since.
  • Analyst IMS Investment Management Services's JPMorgan Chase position peaked at $4.89M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.