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INTECH Investment Management’s JPMorgan Chase JPM Stock Holding History

INTECH 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 		$44.8M Sell
136,891
-4,052
-3% -$1.26M 0.41% 32
2026
Q1 		$41.5M Sell
140,943
-88,399
-39% -$26.8M 0.41% 32
2025
Q4 		$73.9M Sell
229,342
-218
-0.1% -$67.5K 0.66% 18
2025
Q3 		$72.4M Buy
229,560
+43,349
+23% +$12.9M 0.65% 18
2025
Q2 		$54M Sell
186,211
-23,049
-11% -$5.88M 0.51% 30
2025
Q1 		$51.3M Sell
209,260
-15,702
-7% -$4M 0.53% 27
2024
Q4 		$53.9M Buy
224,962
+98,584
+78% +$23M 0.52% 26
2024
Q3 		$26.6M Sell
126,378
-3,690
-3% -$777K 0.3% 61
2024
Q2 		$26.3M Sell
130,068
-38,676
-23% -$7.56M 0.33% 51
2024
Q1 		$33.8M Sell
168,744
-135,721
-45% -$24.5M 0.48% 43
2023
Q4 		$51.8M Sell
304,465
-10,895
-3% -$1.65M 0.75% 20
2023
Q3 		$45.7M Buy
315,360
+87,996
+39% +$13.2M 0.67% 25
2023
Q2 		$33.1M Sell
227,364
-146,205
-39% -$20.1M 0.34% 82
2023
Q1 		$48.7M Buy
373,569
+44,559
+14% +$6.11M 0.39% 56
2022
Q4 		$44.1M Sell
329,010
-157,931
-32% -$20M 0.33% 73
2022
Q3 		$50.9M Sell
486,941
-75,207
-13% -$8.63M 0.38% 63
2022
Q2 		$63.3M Buy
+562,148
New +$69.6M 0.36% 71

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

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

INTECH Investment Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $1.26M and leaving 136,891 shares worth $44.8M. The position accounts for 0.41% of the portfolio, ranked #32.

INTECH Investment Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $73.9M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • INTECH Investment Management held 136,891 shares of JPMorgan Chase worth $44.8M as of Q2 2026.
  • INTECH Investment Management sold 4,052 JPMorgan Chase shares in Q2 2026, an estimated $1.26M.
  • JPMorgan Chase made up 0.41% of INTECH Investment Management's portfolio in Q2 2026, its #32 holding.
  • INTECH Investment Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's JPMorgan Chase position peaked at $73.9M in Q4 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.