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Innovative Asset Advisors Group’s JPMorgan Chase JPM Stock Holding History

Innovative Asset Advisors Group’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 		$1.39M Buy
4,254
+283
+7% +$87.9K 0.61% 34
2026
Q1 		$1.17M Buy
+3,971
New +$1.21M 0.67% 34

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Asset Advisors Group's JPM Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $87.9K and bringing the position to 4,254 shares worth $1.39M. The position accounts for 0.61% of the portfolio, ranked #34.

Innovative Asset Advisors Group first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Innovative Asset Advisors Group held 4,254 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
  • Innovative Asset Advisors Group bought 283 JPMorgan Chase shares in Q2 2026, an estimated $87.9K.
  • JPMorgan Chase made up 0.61% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #34 holding.
  • Innovative Asset Advisors Group first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.