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Integral Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Integral Investment 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 		$5.21M Buy
15,930
+161
+1% +$50K 1.15% 22
2026
Q1 		$4.64M Buy
15,769
+433
+3% +$131K 1.15% 21
2025
Q4 		$4.94M Buy
15,336
+436
+3% +$135K 1.23% 21
2025
Q3 		$4.7M Buy
14,900
+177
+1% +$52.6K 1.27% 21
2025
Q2 		$4.27M Buy
14,723
+133
+0.9% +$33.9K 1.22% 21
2025
Q1 		$3.58M Buy
14,590
+345
+2% +$88K 1.14% 19
2024
Q4 		$3.41M Buy
14,245
+95
+0.7% +$22.1K 1.11% 20
2024
Q3 		$2.98M Buy
14,150
+559
+4% +$118K 1% 21
2024
Q2 		$2.71M Buy
13,591
+1,399
+11% +$274K 1% 23
2024
Q1 		$2.43M Buy
12,192
+7,128
+141% +$1.29M 1.01% 24
2023
Q4 		$861K Sell
5,064
-18
-0.4% -$2.73K 0.55% 39
2023
Q3 		$737K Buy
5,082
+80
+2% +$12K 0.52% 41
2023
Q2 		$728K Buy
5,002
+15
+0.3% +$2.06K 0.49% 40
2023
Q1 		$650K Sell
4,987
-395
-7% -$54.1K 0.46% 41
2022
Q4 		$722K Buy
5,382
+241
+5% +$30.5K 0.56% 35
2022
Q3 		$537K Sell
5,141
-179
-3% -$20.5K 0.44% 53
2022
Q2 		$599K Sell
5,320
-486
-8% -$60.2K 0.51% 46
2022
Q1 		$792K Buy
5,806
+751
+15% +$111K 0.5% 52
2021
Q4 		$800K Buy
+5,055
New +$830K 0.58% 38

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

Integral Investment Advisors's JPM Position: Q2 2026 in Review

Integral Investment Advisors increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $50K and bringing the position to 15,930 shares worth $5.21M. The position accounts for 1.15% of the portfolio, ranked #22.

Integral Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Integral Investment Advisors held 15,930 shares of JPMorgan Chase worth $5.21M as of Q2 2026.
  • Integral Investment Advisors bought 161 JPMorgan Chase shares in Q2 2026, an estimated $50K.
  • JPMorgan Chase made up 1.15% of Integral Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Integral Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.