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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
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 		$433 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Family Office's JPM Position: Q1 2026 in Review

Independent Family Office reduced its JPMorgan Chase (JPM) stake by 8% in Q1 2026, selling an estimated $53.1K and leaving 2,025 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #55.

Independent Family Office first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $709K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Independent Family Office held 2,025 shares of JPMorgan Chase worth $596K as of Q1 2026.
  • Independent Family Office sold 175 JPMorgan Chase shares in Q1 2026, an estimated $53.1K.
  • JPMorgan Chase made up 0.25% of Independent Family Office's portfolio in Q1 2026, its #55 holding.
  • Independent Family Office first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Independent Family Office's JPMorgan Chase position peaked at $709K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.