IFA
JPM icon

Index Fund Advisors’s JPMorgan Chase JPM Stock Holding History

Index Fund Advisors’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 		$1.05M Buy
3,223
+225
+8% +$69.9K 0.04% 65
2026
Q1 		$882K Buy
2,998
+1,033
+53% +$313K 0.04% 70
2025
Q4 		$633K Buy
1,965
+12
+0.6% +$3.71K 0.03% 84
2025
Q3 		$616K Buy
1,953
+538
+38% +$160K 0.03% 81
2025
Q2 		$410K Sell
1,415
-96
-6% -$24.5K 0.02% 97
2025
Q1 		$371K Sell
1,511
-1,368
-48% -$349K 0.02% 62
2024
Q4 		$690K Buy
2,879
+96
+3% +$22.4K 0.04% 49
2024
Q3 		$587K Hold
2,783
– – 0.03% 58
2024
Q2 		$563K Buy
2,783
+308
+12% +$60.2K 0.03% 57
2024
Q1 		$496K Sell
2,475
-140
-5% -$25.3K 0.03% 57
2023
Q4 		$445K Sell
2,615
-689
-21% -$104K 0.03% 56
2023
Q3 		$479K Buy
3,304
+751
+29% +$113K 0.03% 55
2023
Q2 		$371K Buy
2,553
+141
+6% +$19.4K 0.02% 63
2023
Q1 		$314K Sell
2,412
-11
-0.5% -$1.51K 0.02% 73
2022
Q4 		$325K Sell
2,423
-1,913
-44% -$242K 0.02% 62
2022
Q3 		$453K Sell
4,336
-323
-7% -$37.1K 0.04% 50
2022
Q2 		$525K Buy
4,659
+201
+5% +$24.9K 0.04% 47
2022
Q1 		$608K Sell
4,458
-33
-0.7% -$4.87K 0.05% 48
2021
Q4 		$711K Buy
+4,491
New +$738K 0.05% 44

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

Index Fund Advisors's JPM Position: Q2 2026 in Review

Index Fund Advisors increased its JPMorgan Chase (JPM) stake by 7.5% in Q2 2026, buying an estimated $69.9K and bringing the position to 3,223 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #65.

Index Fund Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Index Fund Advisors held 3,223 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
  • Index Fund Advisors bought 225 JPMorgan Chase shares in Q2 2026, an estimated $69.9K.
  • JPMorgan Chase made up 0.04% of Index Fund Advisors's portfolio in Q2 2026, its #65 holding.
  • Index Fund Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.