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Independent Financial Group’s JPMorgan Chase JPM Stock Holding History

Independent Financial Group’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 		$14.3M Buy
43,575
+1,639
+4% +$509K 0.27% 65
2026
Q1 		$12.3M Sell
41,936
-6,637
-14% -$2.01M 0.28% 64
2025
Q4 		$15.7M Buy
48,573
+3,477
+8% +$1.08M 0.35% 49
2025
Q3 		$14.2M Buy
45,096
+512
+1% +$152K 0.34% 46
2025
Q2 		$12.9M Sell
44,584
-662
-1% -$169K 0.36% 43
2025
Q1 		$11.1M Sell
45,246
-830
-2% -$212K 0.38% 43
2024
Q4 		$11M Buy
46,076
+2,635
+6% +$614K 0.37% 43
2024
Q3 		$9.16M Buy
43,441
+4,536
+12% +$955K 0.34% 50
2024
Q2 		$7.87M Sell
38,905
-939
-2% -$184K 0.32% 57
2024
Q1 		$7.98M Buy
39,844
+5,827
+17% +$1.05M 0.37% 47
2023
Q4 		$5.79M Buy
34,017
+820
+2% +$124K 0.31% 66
2023
Q3 		$4.81M Buy
33,197
+5,470
+20% +$820K 0.31% 61
2023
Q2 		$4.03M Sell
27,727
-1,883
-6% -$259K 0.28% 73
2023
Q1 		$3.86M Sell
29,610
-223
-0.7% -$30.6K 0.31% 67
2022
Q4 		$4M Sell
29,833
-1,127
-4% -$143K 0.34% 50
2022
Q3 		$3.24M Buy
30,960
+3,699
+14% +$424K 0.29% 61
2022
Q2 		$3.07M Buy
27,261
+303
+1% +$37.5K 0.33% 63
2022
Q1 		$3.68M Buy
26,958
+3,068
+13% +$453K 0.3% 59
2021
Q4 		$3.78M Buy
23,890
+1,183
+5% +$194K 0.31% 57
2021
Q3 		$3.72M Sell
22,707
-204
-0.9% -$32K 0.38% 47
2021
Q2 		$3.56M Buy
22,911
+1,287
+6% +$202K 0.38% 50
2021
Q1 		$3.29M Buy
21,624
+631
+3% +$90.8K 0.43% 45
2020
Q4 		$2.67M Sell
20,993
-2,090
-9% -$234K 0.39% 49
2020
Q3 		$2.22M Sell
23,083
-4,415
-16% -$434K 0.42% 46
2020
Q2 		$2.59M Buy
27,498
+11,712
+74% +$1.11M 0.57% 30
2020
Q1 		$1.42M Buy
+15,786
New +$1.92M 0.42% 55

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's JPM Position: Q2 2026 in Review

Independent Financial Group increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $509K and bringing the position to 43,575 shares worth $14.3M. The position accounts for 0.27% of the portfolio, ranked #65.

Independent Financial Group first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.7M in Q4 2025. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Independent Financial Group held 43,575 shares of JPMorgan Chase worth $14.3M as of Q2 2026.
  • Independent Financial Group bought 1,639 JPMorgan Chase shares in Q2 2026, an estimated $509K.
  • JPMorgan Chase made up 0.27% of Independent Financial Group's portfolio in Q2 2026, its #65 holding.
  • Independent Financial Group first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's JPMorgan Chase position peaked at $15.7M in Q4 2025.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.