Intact Investment Management’s JPMorgan Chase JPM Stock Holding History

Intact Investment Management’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	$11M	Sell	33,700 -11,000	-25%	-$3.42M	0.31%	79
2026 Q1	$13.1M	Sell	44,700 -8,000	-15%	-$2.43M	0.37%	68
2025 Q4	$17M	Buy	52,700 +12,400	+31%	+$3.84M	0.49%	52
2025 Q3	$12.7M	Sell	40,300 -200	-0.5%	-$59.5K	0.38%	62
2025 Q2	$11.7M	Sell	40,500 -7,500	-16%	-$1.91M	0.4%	65
2025 Q1	$11.8M	Sell	48,000 -400	-0.8%	-$102K	0.4%	67
2024 Q4	$11.6M	Sell	48,400 -2,200	-4%	-$512K	0.41%	68
2024 Q3	$10.7M	Buy	50,600 +3,300	+7%	+$695K	0.35%	72
2024 Q2	$9.57M	Sell	47,300 -4,000	-8%	-$782K	0.36%	68
2024 Q1	$10.3M	Sell	51,300 -600	-1%	-$108K	0.41%	58
2023 Q4	$8.83M	Sell	51,900 -200	-0.4%	-$30.3K	0.36%	64
2023 Q3	$7.56M	Hold	52,100	–	–	0.33%	68
2023 Q2	$7.58M	Sell	52,100 -12,000	-19%	-$1.65M	0.31%	76
2023 Q1	$8.35M	Sell	64,100 -21,000	-25%	-$2.88M	0.34%	74
2022 Q4	$11.4M	Sell	85,100 -32,200	-27%	-$4.08M	0.49%	54
2022 Q3	$12.3M	Buy	117,300 +34,500	+42%	+$3.96M	0.4%	53
2022 Q2	$9.33M	Buy	82,800 +3,100	+4%	+$384K	0.29%	73
2022 Q1	$10.9M	Sell	79,700 -2,100	-3%	-$310K	0.28%	79
2021 Q4	$13M	Buy	81,800 +8,000	+11%	+$1.31M	0.33%	69
2021 Q3	$12.1M	Buy	73,800 +2,700	+4%	+$423K	0.34%	65
2021 Q2	$11.1M	Sell	71,100 -4,000	-5%	-$628K	0.31%	73
2021 Q1	$11.4M	Sell	75,100 -7,200	-9%	-$1.04M	0.35%	62
2020 Q4	$10.4M	Buy	82,300 +400	+0.5%	+$44.7K	0.34%	66
2020 Q3	$7.88M	Buy	81,900 +7,700	+10%	+$756K	0.27%	76
2020 Q2	$6.97M	Sell	74,200 -17,500	-19%	-$1.66M	0.26%	81
2020 Q1	$8.26M	Sell	91,700 -7,300	-7%	-$887K	0.36%	62
2019 Q4	$13.8M	Buy	99,000 +2,300	+2%	+$295K	0.47%	46
2019 Q3	$11.4M	Hold	96,700	–	–	0.4%	55
2019 Q2	$10.8M	Hold	96,700	–	–	0.39%	58
2019 Q1	$9.79M	Buy	96,700 +90,800	+1,539%	+$9.35M	0.35%	61
2018 Q4	$577K	Hold	5,900	–	–	0.02%	175
2018 Q3	$666K	Hold	5,900	–	–	0.02%	176
2018 Q2	$615K	Sell	5,900 -500	-8%	-$54.9K	0.02%	171
2018 Q1	$704K	Sell	6,400 -1,000	-14%	-$113K	0.03%	162
2017 Q4	$793K	Hold	7,400	–	–	0.03%	138
2017 Q3	$707K	Hold	7,400	–	–	0.03%	144
2017 Q2	$676K	Hold	7,400	–	–	0.03%	146
2017 Q1	$650K	Sell	7,400 -7,300	-50%	-$644K	0.03%	146
2016 Q4	$1.27M	Buy	14,700 +1,200	+9%	+$91.5K	0.05%	136
2016 Q3	$899K	Hold	13,500	–	–	0.03%	154
2016 Q2	$839K	Sell	13,500 -11,400	-46%	-$712K	0.03%	159
2016 Q1	$1.48M	Buy	24,900 +1,900	+8%	+$111K	0.06%	131
2015 Q4	$1.52M	Sell	23,000 -3,600	-14%	-$234K	0.07%	129
2015 Q3	$1.62M	Hold	26,600	–	–	0.07%	121
2015 Q2	$1.8M	Sell	26,600 -4,500	-14%	-$294K	0.07%	119
2015 Q1	$1.89M	Sell	31,100 -2,400	-7%	-$142K	0.08%	117
2014 Q4	$2.1M	Hold	33,500	–	–	0.08%	114
2014 Q3	$2.02M	Buy	33,500 +2,800	+9%	+$164K	0.08%	101
2014 Q2	$1.77M	Buy	30,700 +3,300	+12%	+$186K	0.07%	83
2014 Q1	$1.66M	Hold	27,400	–	–	0.07%	89
2013 Q4	$1.6M	Buy	27,400 +6,300	+30%	+$345K	0.08%	76
2013 Q3	$1.09M	Buy	21,100 +13,900	+193%	+$746K	0.06%	87
2013 Q2	$380K	Buy	+7,200	New	+$366K	0.02%	93

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Intact Investment Management's JPM Position: Q2 2026 in Review

Intact Investment Management reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $3.42M and leaving 33,700 shares worth $11M. The position accounts for 0.31% of the portfolio, ranked #79.

Intact Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $17M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Intact Investment Management held 33,700 shares of JPMorgan Chase worth $11M as of Q2 2026.
Intact Investment Management sold 11,000 JPMorgan Chase shares in Q2 2026, an estimated $3.42M.
JPMorgan Chase made up 0.31% of Intact Investment Management's portfolio in Q2 2026, its #79 holding.
Intact Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Intact Investment Management's JPMorgan Chase position peaked at $17M in Q4 2025.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.