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Independent Wealth Network’s JPMorgan Chase JPM Stock Holding History

Independent Wealth Network’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 		$468K Buy
1,430
+19
+1% +$5.9K 0.12% 193
2026
Q1 		$415K Sell
1,411
-138
-9% -$41.9K 0.12% 184
2025
Q4 		$499K Sell
1,549
-90
-5% -$27.9K 0.15% 147
2025
Q3 		$517K Buy
1,639
+13
+0.8% +$3.87K 0.17% 143
2025
Q2 		$471K Buy
1,626
+61
+4% +$15.6K 0.17% 143
2025
Q1 		$384K Sell
1,565
-168
-10% -$42.8K 0.15% 155
2024
Q4 		$416K Buy
1,733
+80
+5% +$18.6K 0.17% 144
2024
Q3 		$349K Buy
1,653
+44
+3% +$9.27K 0.15% 151
2024
Q2 		$325K Buy
1,609
+64
+4% +$12.5K 0.15% 155
2024
Q1 		$309K Buy
1,545
+128
+9% +$23.1K 0.15% 166
2023
Q4 		$241K Sell
1,417
-22
-2% -$3.33K 0.13% 172
2023
Q3 		$209K Sell
1,439
-927
-39% -$139K 0.13% 185
2023
Q2 		$344K Buy
2,366
+36
+2% +$4.95K 0.21% 128
2023
Q1 		$304K Buy
2,330
+128
+6% +$17.5K 0.19% 134
2022
Q4 		$295K Sell
2,202
-2,982
-58% -$378K 0.2% 128
2022
Q3 		$542K Sell
5,184
-24
-0.5% -$2.75K 0.42% 58
2022
Q2 		$586K Buy
5,208
+50
+1% +$6.2K 0.42% 61
2022
Q1 		$703K Buy
5,158
+75
+1% +$11.1K 0.45% 59
2021
Q4 		$805K Buy
5,083
+337
+7% +$55.3K 0.5% 48
2021
Q3 		$809K Buy
+4,746
New +$744K 0.53% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Independent Wealth Network's JPM Position: Q2 2026 in Review

Independent Wealth Network increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $5.9K and bringing the position to 1,430 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #193.

Independent Wealth Network first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $809K in Q3 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Independent Wealth Network held 1,430 shares of JPMorgan Chase worth $468K as of Q2 2026.
  • Independent Wealth Network bought 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 0.12% of Independent Wealth Network's portfolio in Q2 2026, its #193 holding.
  • Independent Wealth Network first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's JPMorgan Chase position peaked at $809K in Q3 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.