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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Index Fund Advisors's JPM Position: Q1 2026 in Review

Index Fund Advisors increased its JPMorgan Chase (JPM) stake by 53% in Q1 2026, buying an estimated $313K and bringing the position to 2,998 shares worth $882K. The position accounts for 0.04% of the portfolio, ranked #70.

Index Fund Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Index Fund Advisors held 2,998 shares of JPMorgan Chase worth $882K as of Q1 2026.
  • Index Fund Advisors bought 1,033 JPMorgan Chase shares in Q1 2026, an estimated $313K.
  • JPMorgan Chase made up 0.04% of Index Fund Advisors's portfolio in Q1 2026, its #70 holding.
  • Index Fund Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.