Independent Advisor Alliance
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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Advisor Alliance's JPM Position: Q2 2026 in Review

Independent Advisor Alliance increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $1.28M and bringing the position to 134,957 shares worth $44.2M. The position accounts for 1.03% of the portfolio, ranked #15.

Independent Advisor Alliance first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $55.9M in Q3 2025. 5,158 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Independent Advisor Alliance held 134,957 shares of JPMorgan Chase worth $44.2M as of Q2 2026.
  • Independent Advisor Alliance bought 4,113 JPMorgan Chase shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Chase made up 1.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #15 holding.
  • Independent Advisor Alliance first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's JPMorgan Chase position peaked at $55.9M in Q3 2025.
  • 5,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.