Independence Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Independence Financial Advisors's JPM Position: Q2 2026 in Review
Independence Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $1.55K and bringing the position to 3,972 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #28.
Independence Financial Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Independence Financial Advisors held 3,972 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
- Independence Financial Advisors bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
- JPMorgan Chase made up 0.34% of Independence Financial Advisors's portfolio in Q2 2026, its #28 holding.
- Independence Financial Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
- Independence Financial Advisors's JPMorgan Chase position peaked at $1.38M in Q4 2025.
- 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.