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IEQ Capital’s JPMorgan Chase JPM Stock Holding History

IEQ Capital’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 		$116M Buy
394,889
+3,277
+0.8% +$995K 0.54% 27
2025
Q4 		$126M Sell
391,612
-7,894
-2% -$2.44M 0.38% 25
2025
Q3 		$126M Buy
399,506
+52,732
+15% +$15.7M 0.38% 27
2025
Q2 		$101M Buy
346,774
+23,757
+7% +$6.06M 0.62% 23
2025
Q1 		$79.2M Buy
323,017
+21,020
+7% +$5.36M 0.63% 24
2024
Q4 		$72.4M Buy
301,997
+21,662
+8% +$5.05M 0.7% 24
2024
Q3 		$59.1M Buy
280,335
+10,089
+4% +$2.13M 0.73% 24
2024
Q2 		$54.7M Buy
270,246
+16,765
+7% +$3.28M 0.74% 24
2024
Q1 		$50.8M Buy
253,481
+10,851
+4% +$1.96M 0.73% 24
2023
Q4 		$41.3M Buy
242,630
+9,832
+4% +$1.49M 0.69% 26
2023
Q3 		$33.8M Buy
232,798
+3,871
+2% +$580K 0.69% 25
2023
Q2 		$33.3M Buy
228,927
+9,984
+5% +$1.37M 0.67% 24
2023
Q1 		$28.5M Buy
218,943
+5,104
+2% +$699K 0.66% 27
2022
Q4 		$28.7M Buy
213,839
+9,934
+5% +$1.26M 0.8% 23
2022
Q3 		$21.3M Buy
203,905
+32,439
+19% +$3.72M 0.58% 29
2022
Q2 		$19.3M Sell
171,466
-5,807
-3% -$719K 0.59% 32
2022
Q1 		$24.2M Sell
177,273
-4,638
-3% -$685K 0.58% 30
2021
Q4 		$28.8M Buy
181,911
+3,681
+2% +$605K 0.67% 25
2021
Q3 		$29.2M Buy
178,230
+7,213
+4% +$1.13M 0.77% 23
2021
Q2 		$26.6M Buy
171,017
+16,985
+11% +$2.67M 0.78% 23
2021
Q1 		$23.4M Buy
154,032
+9,606
+7% +$1.38M 0.97% 20
2020
Q4 		$18.4M Buy
144,426
+13,094
+10% +$1.46M 0.82% 28
2020
Q3 		$12.6M Buy
131,332
+1,387
+1% +$136K 0.68% 28
2020
Q2 		$12.2M Sell
129,945
-16,149
-11% -$1.53M 0.79% 27
2020
Q1 		$13.2M Buy
146,094
+45,063
+45% +$5.47M 1.06% 20
2019
Q4 		$14.1M Buy
+101,031
New +$13M 1.23% 14

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

IEQ Capital's JPM Position: Q1 2026 in Review

IEQ Capital increased its JPMorgan Chase (JPM) stake by 0.84% in Q1 2026, buying an estimated $995K and bringing the position to 394,889 shares worth $116M. The position accounts for 0.54% of the portfolio, ranked #27.

IEQ Capital first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $126M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IEQ Capital held 394,889 shares of JPMorgan Chase worth $116M as of Q1 2026.
  • IEQ Capital bought 3,277 JPMorgan Chase shares in Q1 2026, an estimated $995K.
  • JPMorgan Chase made up 0.54% of IEQ Capital's portfolio in Q1 2026, its #27 holding.
  • IEQ Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's JPMorgan Chase position peaked at $126M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.