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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
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 $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

Inspire Advisors's JPM Position: Q1 2026 in Review

Inspire Advisors increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $164K and bringing the position to 3,301 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #199.

Inspire Advisors first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Inspire Advisors held 3,301 shares of JPMorgan Chase worth $971K as of Q1 2026.
  • Inspire Advisors bought 542 JPMorgan Chase shares in Q1 2026, an estimated $164K.
  • JPMorgan Chase made up 0.08% of Inspire Advisors's portfolio in Q1 2026, its #199 holding.
  • Inspire Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.