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Indie Asset Partners’s JPMorgan Chase JPM Stock Holding History

Indie Asset Partners’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 		$1.21M Buy
4,099
+136
+3% +$41.3K 1.37% 21
2025
Q4 		$1.28M Buy
3,963
+199
+5% +$61.6K 1.42% 19
2025
Q3 		$1.19M Sell
3,764
-39
-1% -$11.6K 1.58% 16
2025
Q2 		$1.1M Sell
3,803
-504
-12% -$129K 2.01% 14
2025
Q1 		$1.06M Sell
4,307
-2,047
-32% -$522K 0.92% 16
2024
Q4 		$1.52M Buy
6,354
+3
+0% +$699 1.2% 14
2024
Q3 		$1.34M Buy
6,351
+2
+0% +$421 1% 15
2024
Q2 		$1.28M Buy
6,349
+4,018
+172% +$786K 1.02% 15
2024
Q1 		$467K Sell
2,331
-47
-2% -$8.48K 0.42% 39
2023
Q4 		$405K Sell
2,378
-62
-3% -$9.4K 0.37% 38
2023
Q3 		$354K Buy
2,440
+34
+1% +$5.1K 0.36% 42
2023
Q2 		$350K Buy
2,406
+1
+0% +$138 0.38% 41
2023
Q1 		$313K Sell
2,405
-299
-11% -$41K 0.37% 49
2022
Q4 		$363K Sell
2,704
-224
-8% -$28.4K 0.4% 47
2022
Q3 		$306K Sell
2,928
-260
-8% -$29.8K 0.31% 58
2022
Q2 		$359K Buy
3,188
+230
+8% +$28.5K 0.32% 56
2022
Q1 		$403K Buy
2,958
+157
+6% +$23.2K 0.3% 62
2021
Q4 		$444K Sell
2,801
-1,267
-31% -$208K 0.32% 60
2021
Q3 		$666K Buy
4,068
+875
+27% +$137K 0.54% 35
2021
Q2 		$497K Sell
3,193
-259
-8% -$40.7K 0.4% 53
2021
Q1 		$525K Sell
3,452
-1,006
-23% -$145K 0.6% 48
2020
Q4 		$566K Sell
4,458
-4,179
-48% -$467K 0.66% 37
2020
Q3 		$832K Sell
8,637
-118
-1% -$11.6K 1.04% 22
2020
Q2 		$881K Buy
8,755
+2,980
+52% +$283K 1.11% 19
2020
Q1 		$520K Buy
5,775
+863
+18% +$105K 0.65% 30
2019
Q4 		$685K Buy
+4,912
New +$630K 0.73% 30

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

Indie Asset Partners's JPM Position: Q1 2026 in Review

Indie Asset Partners increased its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, buying an estimated $41.3K and bringing the position to 4,099 shares worth $1.21M. The position accounts for 1.37% of the portfolio, ranked #21.

Indie Asset Partners first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Indie Asset Partners held 4,099 shares of JPMorgan Chase worth $1.21M as of Q1 2026.
  • Indie Asset Partners bought 136 JPMorgan Chase shares in Q1 2026, an estimated $41.3K.
  • JPMorgan Chase made up 1.37% of Indie Asset Partners's portfolio in Q1 2026, its #21 holding.
  • Indie Asset Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's JPMorgan Chase position peaked at $1.52M in Q4 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.