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IFG Advisors’s JPMorgan Chase JPM Stock Holding History

IFG 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 		$2.86M Sell
8,748
-41
-0.5% -$12.7K 0.39% 33
2026
Q1 		$2.59M Buy
8,789
+16
+0.2% +$4.86K 0.42% 32
2025
Q4 		$2.83M Sell
8,773
-19
-0.2% -$5.88K 0.47% 27
2025
Q3 		$2.77M Buy
8,792
+267
+3% +$79.4K 0.45% 27
2025
Q2 		$2.47M Buy
8,525
+49
+0.6% +$12.5K 0.42% 29
2025
Q1 		$2.08M Buy
8,476
+9
+0.1% +$2.29K 0.4% 32
2024
Q4 		$2.03M Buy
8,467
+393
+5% +$91.5K 0.4% 34
2024
Q3 		$1.7M Buy
8,074
+266
+3% +$56K 0.36% 34
2024
Q2 		$1.58M Buy
7,808
+179
+2% +$35K 0.37% 35
2024
Q1 		$1.53M Sell
7,629
-27
-0.4% -$4.87K 0.4% 32
2023
Q4 		$1.3M Buy
7,656
+54
+0.7% +$8.18K 0.38% 33
2023
Q3 		$1.1M Sell
7,602
-3
-0% -$450 0.39% 32
2023
Q2 		$1.11M Buy
7,605
+13
+0.2% +$1.79K 0.39% 34
2023
Q1 		$989K Buy
7,592
+13
+0.2% +$1.78K 0.39% 33
2022
Q4 		$1.02M Sell
7,579
-61
-0.8% -$7.73K 0.44% 32
2022
Q3 		$798K Buy
7,640
+128
+2% +$14.7K 0.4% 36
2022
Q2 		$846K Buy
7,512
+14
+0.2% +$1.74K 0.43% 33
2022
Q1 		$1.02M Buy
7,498
+112
+2% +$16.5K 0.45% 35
2021
Q4 		$1.17M Sell
7,386
-12
-0.2% -$1.97K 0.5% 30
2021
Q3 		$1.21M Buy
7,398
+66
+0.9% +$10.3K 0.56% 29
2021
Q2 		$1.14M Buy
7,332
+127
+2% +$19.9K 0.54% 27
2021
Q1 		$1.1M Buy
7,205
+31
+0.4% +$4.46K 0.6% 21
2020
Q4 		$912K Buy
7,174
+39
+0.5% +$4.36K 0.56% 20
2020
Q3 		$686K Buy
7,135
+141
+2% +$13.8K 0.49% 25
2020
Q2 		$658K Buy
6,994
+55
+0.8% +$5.22K 0.52% 24
2020
Q1 		$625K Buy
6,939
+4,094
+144% +$497K 0.62% 21
2019
Q4 		$397K Hold
2,845
– – 0.33% 32
2019
Q3 		$335K Buy
+2,845
New +$322K 0.31% 37

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

IFG Advisors's JPM Position: Q2 2026 in Review

IFG Advisors reduced its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, selling an estimated $12.7K and leaving 8,748 shares worth $2.86M. The position accounts for 0.39% of the portfolio, ranked #33.

IFG Advisors first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IFG Advisors held 8,748 shares of JPMorgan Chase worth $2.86M as of Q2 2026.
  • IFG Advisors sold 41 JPMorgan Chase shares in Q2 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.39% of IFG Advisors's portfolio in Q2 2026, its #33 holding.
  • IFG Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.