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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
Q2 		$9.48M Sell
28,966
-3
-0% -$932 1.2% 18
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 $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

IFC Advisors's JPM Position: Q2 2026 in Review

IFC Advisors reduced its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, selling an estimated $932 and leaving 28,966 shares worth $9.48M. The position accounts for 1.2% of the portfolio, ranked #18.

IFC Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IFC Advisors held 28,966 shares of JPMorgan Chase worth $9.48M as of Q2 2026.
  • IFC Advisors sold 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 1.2% of IFC Advisors's portfolio in Q2 2026, its #18 holding.
  • IFC Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's JPMorgan Chase position peaked at $10.5M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.