Independent Investors Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.7M | Sell |
54,204
-1,600
| -3% | -$497K | 3.39% | 4 |
|
|
2026
Q1 | $16.4M | Sell |
55,804
-1,000
| -2% | -$303K | 3.26% | 4 |
|
|
2025
Q4 | $18.3M | Buy |
56,804
+5
| +0% | +$1.55K | 3.4% | 3 |
|
|
2025
Q3 | $17.9M | Sell |
56,799
-135
| -0.2% | -$40.2K | 3.45% | 3 |
|
|
2025
Q2 | $16.5M | Hold |
56,934
| – | – | 3.6% | 3 |
|
|
2025
Q1 | $14M | Hold |
56,934
| – | – | 2.96% | 3 |
|
|
2024
Q4 | $13.6M | Hold |
56,934
| – | – | 2.7% | 3 |
|
|
2024
Q3 | $12M | Hold |
56,934
| – | – | 2.43% | 3 |
|
|
2024
Q2 | $11.5M | Hold |
56,934
| – | – | 2.53% | 3 |
|
|
2024
Q1 | $11.4M | Sell |
56,934
-115
| -0.2% | -$20.8K | 2.73% | 3 |
|
|
2023
Q4 | $9.7M | Buy |
57,049
+100
| +0.2% | +$15.2K | 2.23% | 5 |
|
|
2023
Q3 | $8.26M | Hold |
56,949
| – | – | 2.1% | 5 |
|
|
2023
Q2 | $8.28M | Hold |
56,949
| – | – | 1.92% | 7 |
|
|
2023
Q1 | $7.42M | Hold |
56,949
| – | – | 1.84% | 7 |
|
|
2022
Q4 | $7.64M | Sell |
56,949
-2,200
| -4% | -$279K | 2.13% | 8 |
|
|
2022
Q3 | $6.18M | Hold |
59,149
| – | – | 1.76% | 8 |
|
|
2022
Q2 | $6.66M | Hold |
59,149
| – | – | 1.8% | 9 |
|
|
2022
Q1 | $8.06M | Hold |
59,149
| – | – | 1.79% | 8 |
|
|
2021
Q4 | $9.37M | Sell |
59,149
-200
| -0.3% | -$32.8K | 2% | 7 |
|
|
2021
Q3 | $9.71M | Buy |
59,349
+300
| +0.5% | +$47K | 2.42% | 5 |
|
|
2021
Q2 | $9.18M | Sell |
59,049
-50
| -0.1% | -$7.85K | 2.26% | 7 |
|
|
2021
Q1 | $9M | Sell |
59,099
-100
| -0.2% | -$14.4K | 2.38% | 7 |
|
|
2020
Q4 | $7.52M | Sell |
59,199
-2,000
| -3% | -$224K | 1.99% | 9 |
|
|
2020
Q3 | $5.89M | Hold |
61,199
| – | – | 1.72% | 10 |
|
|
2020
Q2 | $5.76M | Hold |
61,199
| – | – | 1.94% | 10 |
|
|
2020
Q1 | $5.51M | Sell |
61,199
-205
| -0.3% | -$24.9K | 2.29% | 8 |
|
|
2019
Q4 | $8.56M | Sell |
61,404
-547
| -0.9% | -$70.2K | 2.83% | 6 |
|
|
2019
Q3 | $7.29M | Buy |
61,951
+300
| +0.5% | +$33.9K | 2.74% | 8 |
|
|
2019
Q2 | $6.89M | Hold |
61,651
| – | – | 2.66% | 8 |
|
|
2019
Q1 | $6.24M | Sell |
61,651
-2,708
| -4% | -$279K | 2.43% | 8 |
|
|
2018
Q4 | $6.28M | Buy |
64,359
+3,350
| +5% | +$357K | 2.72% | 6 |
|
|
2018
Q3 | $6.88M | Sell |
61,009
-246
| -0.4% | -$27.9K | 2.43% | 7 |
|
|
2018
Q2 | $6.38M | Sell |
61,255
-100
| -0.2% | -$11K | 2.51% | 6 |
|
|
2018
Q1 | $6.75M | Buy |
61,355
+100
| +0.2% | +$11.3K | 2.69% | 6 |
|
|
2017
Q4 | $6.55M | Hold |
61,255
| – | – | 2.55% | 7 |
|
|
2017
Q3 | $5.85M | Hold |
61,255
| – | – | 2.43% | 10 |
|
|
2017
Q2 | $5.6M | Sell |
61,255
-3,475
| -5% | -$300K | 2.42% | 10 |
|
|
2017
Q1 | $5.68M | Sell |
64,730
-600
| -0.9% | -$52.9K | 2.42% | 10 |
|
|
2016
Q4 | $5.64M | Hold |
65,330
| – | – | 2.61% | 7 |
|
|
2016
Q3 | $4.35M | Sell |
65,330
-500
| -0.8% | -$32.6K | 2.01% | 11 |
|
|
2016
Q2 | $4.09M | Hold |
65,830
| – | – | 1.98% | 13 |
|
|
2016
Q1 | $3.9M | Hold |
65,830
| – | – | 1.88% | 13 |
|
|
2015
Q4 | $4.35M | Sell |
65,830
-100
| -0.2% | -$6.51K | 2.1% | 12 |
|
|
2015
Q3 | $4.02M | Hold |
65,930
| – | – | 2% | 12 |
|
|
2015
Q2 | $4.47M | Hold |
65,930
| – | – | 2.02% | 11 |
|
|
2015
Q1 | $3.99M | Sell |
65,930
-7,340
| -10% | -$435K | 1.81% | 12 |
|
|
2014
Q4 | $4.58M | Sell |
73,270
-720
| -1% | -$43.3K | 2.02% | 10 |
|
|
2014
Q3 | $4.46M | Sell |
73,990
-50
| -0.1% | -$2.92K | 2.01% | 12 |
|
|
2014
Q2 | $4.27M | Sell |
74,040
-300
| -0.4% | -$16.9K | 1.93% | 12 |
|
|
2014
Q1 | $4.51M | Sell |
74,340
-300
| -0.4% | -$17.3K | 2.17% | 11 |
|
|
2013
Q4 | $4.36M | Sell |
74,640
-50
| -0.1% | -$2.74K | 2.1% | 11 |
|
|
2013
Q3 | $3.86M | Sell |
74,690
-150
| -0.2% | -$8.05K | 2.03% | 12 |
|
|
2013
Q2 | $3.95M | Buy |
+74,840
| New | +$3.8M | 2.18% | 8 |
|
Other funds holding JPM
Independent Investors Inc's JPM Position: Q2 2026 in Review
Independent Investors Inc reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $497K and leaving 54,204 shares worth $17.7M. The position accounts for 3.39% of the portfolio, ranked #4.
Independent Investors Inc first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.3M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Independent Investors Inc held 54,204 shares of JPMorgan Chase worth $17.7M as of Q2 2026.
- Independent Investors Inc sold 1,600 JPMorgan Chase shares in Q2 2026, an estimated $497K.
- JPMorgan Chase made up 3.39% of Independent Investors Inc's portfolio in Q2 2026, its #4 holding.
- Independent Investors Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Independent Investors Inc's JPMorgan Chase position peaked at $18.3M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.