IFO
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Independent Family Office’s JPMorgan Chase JPM Stock Holding History

Independent Family Office’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 		$524K Sell
1,600
-425
-21% -$132K 0.21% 54
2026
Q1 		$596K Sell
2,025
-175
-8% -$53.1K 0.25% 55
2025
Q4 		$709K Hold
2,200
– – 0.3% 45
2025
Q3 		$694K Hold
2,200
– – 0.29% 45
2025
Q2 		$638K Buy
2,200
+520
+31% +$133K 0.3% 45
2025
Q1 		$412K Hold
1,680
– – 0.22% 51
2024
Q4 		$403K Sell
1,680
-1,000
-37% -$233K 0.21% 50
2024
Q3 		$557K Buy
2,680
+80
+3% +$16.9K 0.28% 44
2024
Q2 		$537K Sell
2,600
-822
-24% -$161K 0.31% 40
2024
Q1 		$685K Hold
3,422
– – 0.37% 43
2023
Q4 		$582K Hold
3,422
– – 0.33% 42
2023
Q3 		$496K Hold
3,422
– – 0.31% 44
2023
Q2 		$498K Hold
3,422
– – 0.3% 42
2023
Q1 		$446K Hold
3,422
– – 0.26% 46
2022
Q4 		$459K Hold
3,422
– – 0.28% 45
2022
Q3 		$358K Sell
3,422
-425
-11% -$48.8K 0.18% 48
2022
Q2 		$433K Sell
3,847
-75
-2% -$9.29K 0.21% 44
2022
Q1 		$695K Buy
3,922
+817
+26% +$121K 0.23% 40
2021
Q4 		$492K Hold
3,105
– – 0.19% 36
2021
Q3 		$508K Sell
3,105
-854
-22% -$134K 0.21% 32
2021
Q2 		$652K Buy
3,959
+1,302
+49% +$204K 0.25% 33
2021
Q1 		$473K Sell
2,657
-448
-14% -$64.5K 0.19% 41
2020
Q4 		$395K Buy
3,105
+100
+3% +$11.2K 0.17% 45
2020
Q3 		$289K Hold
3,005
– – 0.14% 49
2020
Q2 		$283K Buy
3,005
+325
+12% +$30.8K 0.15% 50
2020
Q1 		$241K Hold
2,680
– – 0.15% 48
2019
Q4 		$374K Buy
+2,680
New +$344K 0.23% 38

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 $3.37T AUM 44.26% 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 Family Office's JPM Position: Q2 2026 in Review

Independent Family Office reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $132K and leaving 1,600 shares worth $524K. The position accounts for 0.21% of the portfolio, ranked #54.

Independent Family Office first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $709K in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Independent Family Office held 1,600 shares of JPMorgan Chase worth $524K as of Q2 2026.
  • Independent Family Office sold 425 JPMorgan Chase shares in Q2 2026, an estimated $132K.
  • JPMorgan Chase made up 0.21% of Independent Family Office's portfolio in Q2 2026, its #54 holding.
  • Independent Family Office first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's JPMorgan Chase position peaked at $709K in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.