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IMZ Advisory’s JPMorgan Chase JPM Stock Holding History

IMZ Advisory’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 		$722K Sell
2,205
-130
-6% -$40.4K 0.23% 21
2026
Q1 		$687K Sell
2,335
-49
-2% -$14.9K 0.26% 20
2025
Q4 		$768K Buy
2,384
+41
+2% +$12.7K 0.28% 21
2025
Q3 		$739K Buy
2,343
+226
+11% +$67.2K 0.28% 20
2025
Q2 		$617K Buy
2,117
+424
+25% +$108K 0.25% 22
2025
Q1 		$415K Sell
1,693
-90
-5% -$22.9K 0.19% 26
2024
Q4 		$428K Buy
1,783
+46
+3% +$10.7K 0.2% 25
2024
Q3 		$367K Buy
1,737
+326
+23% +$68.7K 0.17% 26
2024
Q2 		$285K Buy
1,411
+9
+0.6% +$1.76K 0.14% 29
2024
Q1 		$281K Hold
1,402
– – 0.14% 28
2023
Q4 		$251K Buy
+1,402
New +$212K 0.14% 30

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

IMZ Advisory's JPM Position: Q2 2026 in Review

IMZ Advisory reduced its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, selling an estimated $40.4K and leaving 2,205 shares worth $722K. The position accounts for 0.23% of the portfolio, ranked #21.

IMZ Advisory first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $768K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IMZ Advisory held 2,205 shares of JPMorgan Chase worth $722K as of Q2 2026.
  • IMZ Advisory sold 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
  • JPMorgan Chase made up 0.23% of IMZ Advisory's portfolio in Q2 2026, its #21 holding.
  • IMZ Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • IMZ Advisory's JPMorgan Chase position peaked at $768K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.