IFC & Insurance Marketing’s JPMorgan Chase JPM Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-485	Closed	-$156K	–	395
2025 Q4	$156K	Buy	+485	New	+$150K	0.15%	70

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IFC & Insurance Marketing's JPM Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 485 shares — an estimated $156K sold.

IFC & Insurance Marketing first reported a position in JPM in Q4 2025 and held it in 1 quarter. The position peaked at $156K in Q4 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

IFC & Insurance Marketing reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 485 JPMorgan Chase shares in Q1 2026, an estimated $156K.
IFC & Insurance Marketing first reported a position in JPMorgan Chase in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's JPMorgan Chase position peaked at $156K in Q4 2025.
5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.