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 Q2	$237K	Hold	725	–	–	0.11%	25
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFS Advisors's JPM Position: Q2 2026 in Review

IFS Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 725 shares worth $237K. 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 20 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

IFS Advisors held 725 shares of JPMorgan Chase worth $237K as of Q2 2026.
IFS Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.11% of IFS Advisors's portfolio in Q2 2026, its #25 holding.
IFS Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.