Integrated Advisors Network
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Integrated Advisors Network’s JPMorgan Chase JPM Stock Holding History

Integrated Advisors Network’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
Q3 		$21M Sell
63,395
-1,188
-2% -$416K 0.96% 19
2026
Q2 		$21.1M Buy
64,583
+13,138
+26% +$4.08M 0.97% 17
2026
Q1 		$15.1M Sell
51,445
-4,486
-8% -$1.36M 0.79% 18
2025
Q4 		$18M Sell
55,931
-9,096
-14% -$2.82M 0.8% 21
2025
Q3 		$20.5M Buy
65,027
+2,753
+4% +$819K 0.86% 19
2025
Q2 		$18.1M Sell
62,274
-2,514
-4% -$642K 0.82% 19
2025
Q1 		$15.9M Sell
64,788
-13,743
-18% -$3.5M 0.8% 17
2024
Q4 		$18.8M Sell
78,531
-1,580
-2% -$368K 0.9% 18
2024
Q3 		$16.9M Buy
80,111
+5,134
+7% +$1.08M 0.8% 19
2024
Q2 		$15.2M Sell
74,977
-3,232
-4% -$632K 0.78% 21
2024
Q1 		$15.7M Sell
78,209
-2,296
-3% -$414K 0.8% 16
2023
Q4 		$13.7M Sell
80,505
-1,489
-2% -$226K 0.77% 18
2023
Q3 		$11.9M Sell
81,994
-1,564
-2% -$234K 0.73% 20
2023
Q2 		$12.2M Sell
83,558
-2,248
-3% -$309K 0.7% 23
2023
Q1 		$11.2M Sell
85,806
-4,831
-5% -$662K 0.67% 27
2022
Q4 		$12.2M Sell
90,637
-14,938
-14% -$1.89M 0.78% 19
2022
Q3 		$11M Buy
105,575
+2,506
+2% +$288K 0.75% 23
2022
Q2 		$11.6M Buy
103,069
+17,252
+20% +$2.14M 0.76% 27
2022
Q1 		$11.7M Buy
85,817
+2,133
+3% +$315K 0.69% 28
2021
Q4 		$13.3M Buy
83,684
+257
+0.3% +$42.2K 0.78% 26
2021
Q3 		$13.7M Buy
83,427
+5,645
+7% +$885K 0.91% 17
2021
Q2 		$12.1M Buy
77,782
+709
+0.9% +$111K 0.89% 21
2021
Q1 		$11.7M Buy
77,073
+3,216
+4% +$463K 1.07% 19
2020
Q4 		$9.38M Sell
73,857
-104
-0.1% -$11.6K 1.03% 17
2020
Q3 		$7.12M Buy
73,961
+256
+0.3% +$25.1K 0.9% 25
2020
Q2 		$6.93M Buy
73,705
+11,053
+18% +$1.05M 0.81% 23
2020
Q1 		$5.64M Buy
62,652
+1,390
+2% +$169K 1.1% 17
2019
Q4 		$8.54M Buy
+61,262
New +$7.86M 1.15% 8

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Integrated Advisors Network's JPM Position: Q3 2026 in Review

Integrated Advisors Network reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2026, selling an estimated $416K and leaving 63,395 shares worth $21M. The position accounts for 0.96% of the portfolio, ranked #19.

Integrated Advisors Network first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $21.1M in Q2 2026. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Integrated Advisors Network held 63,395 shares of JPMorgan Chase worth $21M as of Q3 2026.
  • Integrated Advisors Network sold 1,188 JPMorgan Chase shares in Q3 2026, an estimated $416K.
  • JPMorgan Chase made up 0.96% of Integrated Advisors Network's portfolio in Q3 2026, its #19 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's JPMorgan Chase position peaked at $21.1M in Q2 2026.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.