IAA
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Independent Advisor Alliance’s JPMorgan Chase JPM Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-109
Closed -$101K – 628
2020
Q4 		$101K Buy
+109
New +$12.2K 0.01% 528
2020
Q3 		– Sell
-4
Closed -$4K – 511
2020
Q2 		$4K Hold
4
– – ﹤0.01% 482
2020
Q1 		$4K Buy
+4
New +$486 ﹤0.01% 419

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Advisor Alliance's JPM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $12.7M and leaving 130,844 shares worth $38.5M. The position accounts for 0.41% of the portfolio, ranked #51.

Independent Advisor Alliance first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $55.9M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Independent Advisor Alliance held 130,844 shares of JPMorgan Chase worth $38.5M as of Q1 2026.
  • Independent Advisor Alliance sold 41,939 JPMorgan Chase shares in Q1 2026, an estimated $12.7M.
  • JPMorgan Chase made up 0.41% of Independent Advisor Alliance's portfolio in Q1 2026, its #51 holding.
  • Independent Advisor Alliance first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's JPMorgan Chase position peaked at $55.9M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.