IFG Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-39,383
| Closed | -$12.7M | – | 648 |
|
|
2025
Q4 | $12.7M | Buy |
39,383
+1,975
| +5% | +$611K | 0.55% | 34 |
|
|
2025
Q3 | $11.8M | Buy |
37,408
+7,484
| +25% | +$2.23M | 0.54% | 40 |
|
|
2025
Q2 | $8.68M | Buy |
29,924
+229
| +0.8% | +$58.4K | 0.44% | 56 |
|
|
2025
Q1 | $7.28M | Buy |
29,695
+1,476
| +5% | +$376K | 0.4% | 62 |
|
|
2024
Q4 | $6.76M | Sell |
28,219
-121
| -0.4% | -$28.2K | 0.38% | 65 |
|
|
2024
Q3 | $5.98M | Sell |
28,340
-5,787
| -17% | -$1.22M | 0.38% | 67 |
|
|
2024
Q2 | $6.9M | Buy |
34,127
+1,893
| +6% | +$370K | 0.44% | 46 |
|
|
2024
Q1 | $6.46M | Buy |
32,234
+245
| +0.8% | +$44.2K | 0.48% | 46 |
|
|
2023
Q4 | $5.44M | Sell |
31,989
-608
| -2% | -$92.1K | 0.4% | 56 |
|
|
2023
Q3 | $4.73M | Sell |
32,597
-507
| -2% | -$76K | 0.4% | 54 |
|
|
2023
Q2 | $4.81M | Buy |
33,104
+6,781
| +26% | +$933K | 0.43% | 58 |
|
|
2023
Q1 | $3.43M | Buy |
26,323
+2,613
| +11% | +$358K | 0.32% | 74 |
|
|
2022
Q4 | $3.18M | Sell |
23,710
-6,150
| -21% | -$779K | 0.32% | 74 |
|
|
2022
Q3 | $3.12M | Buy |
29,860
+9,280
| +45% | +$1.06M | 0.28% | 77 |
|
|
2022
Q2 | $2.32M | Sell |
20,580
-327
| -2% | -$40.5K | 0.25% | 90 |
|
|
2022
Q1 | $2.85M | Buy |
20,907
+246
| +1% | +$36.3K | 0.29% | 76 |
|
|
2021
Q4 | $3.27M | Buy |
20,661
+558
| +3% | +$91.6K | 0.32% | 71 |
|
|
2021
Q3 | $3.29M | Buy |
20,103
+288
| +1% | +$45.2K | 0.35% | 62 |
|
|
2021
Q2 | $3.08M | Sell |
19,815
-3,259
| -14% | -$512K | 0.34% | 62 |
|
|
2021
Q1 | $3.51M | Sell |
23,074
-783
| -3% | -$113K | 0.44% | 50 |
|
|
2020
Q4 | $3.03M | Sell |
23,857
-475
| -2% | -$53.1K | 0.42% | 53 |
|
|
2020
Q3 | $2.34M | Buy |
24,332
+272
| +1% | +$26.7K | 0.38% | 62 |
|
|
2020
Q2 | $2.26M | Buy |
24,060
+2,660
| +12% | +$252K | 0.41% | 60 |
|
|
2020
Q1 | $1.93M | Buy |
21,400
+1,156
| +6% | +$140K | 0.43% | 59 |
|
|
2019
Q4 | $2.82M | Sell |
20,244
-621
| -3% | -$79.6K | 0.52% | 46 |
|
|
2019
Q3 | $2.46M | Sell |
20,865
-7,377
| -26% | -$834K | 0.48% | 52 |
|
|
2019
Q2 | $2.82M | Sell |
28,242
-1,801
| -6% | -$199K | 0.5% | 40 |
|
|
2019
Q1 | $2.64M | Buy |
30,043
+1,941
| +7% | +$200K | 0.51% | 39 |
|
|
2018
Q4 | $2.31M | Sell |
28,102
-4,527
| -14% | -$482K | 0.55% | 41 |
|
|
2018
Q3 | $3.05M | Sell |
32,629
-3,571
| -10% | -$405K | 0.57% | 34 |
|
|
2018
Q2 | $3.14M | Buy |
36,200
+1,321
| +4% | +$145K | 0.65% | 28 |
|
|
2018
Q1 | $3.21M | Sell |
34,879
-2,081
| -6% | -$236K | 0.71% | 27 |
|
|
2017
Q4 | $3.29M | Buy |
+36,960
| New | +$3.74M | 0.74% | 30 |
|
Other funds holding JPM
VCM
VPM
IFG Advisory's JPM Position: Q1 2026 in Review
IFG Advisory sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 39,383 shares — an estimated $12.7M sold.
IFG Advisory first reported a position in JPM in Q4 2017 and held it in 33 quarters. The position peaked at $12.7M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- IFG Advisory reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 39,383 JPMorgan Chase shares in Q1 2026, an estimated $12.7M.
- IFG Advisory first reported a position in JPMorgan Chase in Q4 2017 and held it in 33 quarters.
- IFG Advisory's JPMorgan Chase position peaked at $12.7M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.