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Independent Solutions Wealth Management’s JPMorgan Chase JPM Stock Holding History

Independent Solutions Wealth Management’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 		$1.86M Sell
5,680
-4,443
-44% -$1.38M 0.24% 104
2026
Q1 		$2.98M Buy
10,123
+4,670
+86% +$1.42M 0.44% 67
2025
Q4 		$1.76M Sell
5,453
-4,672
-46% -$1.45M 0.32% 91
2025
Q3 		$3.19M Buy
10,125
+1,039
+11% +$309K 0.57% 56
2025
Q2 		$2.63M Buy
9,086
+719
+9% +$183K 0.51% 63
2025
Q1 		$2.05M Sell
8,367
-524
-6% -$134K 0.46% 72
2024
Q4 		$2.13M Buy
8,891
+29
+0.3% +$6.75K 0.47% 68
2024
Q3 		$1.87M Buy
8,862
+275
+3% +$57.9K 0.42% 72
2024
Q2 		$1.74M Sell
8,587
-847
-9% -$166K 0.4% 76
2024
Q1 		$1.89M Buy
9,434
+117
+1% +$21.1K 0.45% 67
2023
Q4 		$1.58M Sell
9,317
-1,345
-13% -$204K 0.41% 72
2023
Q3 		$1.55M Buy
10,662
+2,832
+36% +$425K 0.4% 59
2023
Q2 		$1.14M Buy
7,830
+5,103
+187% +$702K 0.29% 82
2023
Q1 		$355K Sell
2,727
-2,490
-48% -$341K 0.1% 142
2022
Q4 		$700K Buy
5,217
+438
+9% +$55.5K 0.21% 100
2022
Q3 		$499K Buy
4,779
+652
+16% +$74.8K 0.16% 118
2022
Q2 		$465K Sell
4,127
-308
-7% -$38.2K 0.14% 121
2022
Q1 		$605K Buy
4,435
+44
+1% +$6.5K 0.14% 120
2021
Q4 		$695K Buy
4,391
+91
+2% +$14.9K 0.16% 113
2021
Q3 		$704K Buy
4,300
+72
+2% +$11.3K 0.17% 113
2021
Q2 		$658K Buy
4,228
+318
+8% +$49.9K 0.16% 118
2021
Q1 		$595K Buy
3,910
+83
+2% +$11.9K 0.16% 108
2020
Q4 		$486K Buy
3,827
+1
+0% +$112 0.15% 109
2020
Q3 		$368K Sell
3,826
-288
-7% -$28.3K 0.14% 116
2020
Q2 		$387K Buy
4,114
+255
+7% +$24.2K 0.17% 108
2020
Q1 		$347K Buy
3,859
+25
+0.7% +$3.04K 0.19% 86
2019
Q4 		$534K Buy
+3,834
New +$492K 0.24% 85

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 Solutions Wealth Management's JPM Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its JPMorgan Chase (JPM) stake by 44% in Q2 2026, selling an estimated $1.38M and leaving 5,680 shares worth $1.86M. The position accounts for 0.24% of the portfolio, ranked #104.

Independent Solutions Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Independent Solutions Wealth Management held 5,680 shares of JPMorgan Chase worth $1.86M as of Q2 2026.
  • Independent Solutions Wealth Management sold 4,443 JPMorgan Chase shares in Q2 2026, an estimated $1.38M.
  • JPMorgan Chase made up 0.24% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Independent Solutions Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's JPMorgan Chase position peaked at $3.19M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.