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IFC Advisors’s JPMorgan Chase JPM Stock Holding History

IFC Advisors’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 		$8.52M Buy
28,969
+482
+2% +$146K 1.22% 18
2025
Q4 		$9.18M Buy
28,487
+471
+2% +$146K 1.34% 17
2025
Q3 		$8.84M Sell
28,016
-8,365
-23% -$2.49M 1.62% 14
2025
Q2 		$10.5M Buy
36,381
+1,525
+4% +$389K 1.97% 8
2025
Q1 		$8.55M Buy
34,856
+153
+0.4% +$39K 1.78% 11
2024
Q4 		$8.32M Buy
+34,703
New +$8.08M 1.81% 12

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

IFC Advisors's JPM Position: Q1 2026 in Review

IFC Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $146K and bringing the position to 28,969 shares worth $8.52M. The position accounts for 1.22% of the portfolio, ranked #18.

IFC Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IFC Advisors held 28,969 shares of JPMorgan Chase worth $8.52M as of Q1 2026.
  • IFC Advisors bought 482 JPMorgan Chase shares in Q1 2026, an estimated $146K.
  • JPMorgan Chase made up 1.22% of IFC Advisors's portfolio in Q1 2026, its #18 holding.
  • IFC Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's JPMorgan Chase position peaked at $10.5M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.