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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
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 -$144 – 137
2018
Q3 		$144 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Analyst IMS Investment Management Services's JPM Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, buying an estimated $37.9K and bringing the position to 3,966 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #80.

Analyst IMS Investment Management Services first reported a position in JPM in Q4 2014 and has held it in 17 quarters since. The position peaked at $4.89M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Analyst IMS Investment Management Services held 3,966 shares of JPMorgan Chase worth $1.17M as of Q1 2026.
  • Analyst IMS Investment Management Services bought 125 JPMorgan Chase shares in Q1 2026, an estimated $37.9K.
  • JPMorgan Chase made up 0.04% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #80 holding.
  • Analyst IMS Investment Management Services first reported a position in JPMorgan Chase in Q4 2014 and has held it in 17 quarters since.
  • Analyst IMS Investment Management Services's JPMorgan Chase position peaked at $4.89M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.