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Inspire Advisors’s JPMorgan Chase JPM Stock Holding History

Inspire 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 		$1.31M Buy
3,988
+687
+21% +$213K 0.09% 177
2026
Q1 		$971K Buy
3,301
+542
+20% +$164K 0.08% 199
2025
Q4 		$889K Buy
2,759
+28
+1% +$8.67K 0.08% 174
2025
Q3 		$862K Buy
2,731
+290
+12% +$86.3K 0.08% 187
2025
Q2 		$708K Buy
2,441
+399
+20% +$102K 0.07% 214
2025
Q1 		$501K Sell
2,042
-43
-2% -$11K 0.06% 262
2024
Q4 		$500K Buy
2,085
+61
+3% +$14.2K 0.06% 244
2024
Q3 		$427K Buy
2,024
+50
+3% +$10.5K 0.05% 258
2024
Q2 		$399K Sell
1,974
-129
-6% -$25.2K 0.05% 254
2024
Q1 		$421K Buy
2,103
+54
+3% +$9.74K 0.06% 227
2023
Q4 		$348K Sell
2,049
-103
-5% -$15.6K 0.05% 231
2023
Q3 		$312K Buy
2,152
+46
+2% +$6.9K 0.06% 199
2023
Q2 		$306K Buy
2,106
+319
+18% +$43.9K 0.06% 172
2023
Q1 		$233K Buy
+1,787
New +$245K 0.05% 170
2022
Q4 		– Sell
-1,984
Closed -$207K – 196
2022
Q3 		$207K Sell
1,984
-268
-12% -$30.8K 0.06% 117
2022
Q2 		$254K Buy
2,252
+460
+26% +$57K 0.07% 59
2022
Q1 		$244K Buy
+1,792
New +$265K 0.07% 73
2021
Q1 		– Sell
-212
Closed -$27K – 423
2020
Q4 		$27K Buy
+212
New +$23.7K 0.01% 324

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

Inspire Advisors's JPM Position: Q2 2026 in Review

Inspire Advisors increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $213K and bringing the position to 3,988 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #177.

Inspire Advisors first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Inspire Advisors held 3,988 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
  • Inspire Advisors bought 687 JPMorgan Chase shares in Q2 2026, an estimated $213K.
  • JPMorgan Chase made up 0.09% of Inspire Advisors's portfolio in Q2 2026, its #177 holding.
  • Inspire Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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