IFS Advisors’s JPMorgan Chase JPM Stock Holding History

IFS 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	$213K	Buy	725 +714	+6,491%	+$217K	0.11%	25
2025 Q4	$3.66K	Hold	11	–	–	﹤0.01%	138
2025 Q3	$3.56K	Hold	11	–	–	﹤0.01%	132
2025 Q2	$3.26K	Hold	11	–	–	﹤0.01%	123
2025 Q1	$2.74K	Hold	11	–	–	﹤0.01%	152
2024 Q4	$2.67K	Hold	11	–	–	﹤0.01%	138
2024 Q3	$2.33K	Hold	11	–	–	﹤0.01%	120
2024 Q2	$2.23K	Buy	11 +1	+10%	+$196	﹤0.01%	113
2024 Q1	$2.19K	Hold	10	–	–	﹤0.01%	114
2023 Q4	$1.85K	Hold	10	–	–	﹤0.01%	115
2023 Q3	$1.57K	Hold	10	–	–	﹤0.01%	115
2023 Q2	$1.56K	Hold	10	–	–	﹤0.01%	111
2023 Q1	$1.39K	Hold	10	–	–	0.01%	91
2022 Q4	$1.42K	Hold	10	–	–	﹤0.01%	99
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	93
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	92
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	103
2021 Q4	$1K	Buy	+10	New	+$1.64K	﹤0.01%	110
2021 Q1	–	Sell	-518	Closed	-$65K	–	85
2020 Q4	$65K	Buy	+518	New	+$57.9K	0.05%	35

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IFS Advisors's JPM Position: Q1 2026 in Review

IFS Advisors increased its JPMorgan Chase (JPM) stake by 6,491% in Q1 2026, buying an estimated $217K and bringing the position to 725 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #25.

IFS Advisors first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

IFS Advisors held 725 shares of JPMorgan Chase worth $213K as of Q1 2026.
IFS Advisors bought 714 JPMorgan Chase shares in Q1 2026, an estimated $217K.
JPMorgan Chase made up 0.11% of IFS Advisors's portfolio in Q1 2026, its #25 holding.
IFS Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.