IAN
JPM icon

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
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

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

Integrated Advisors Network's JPM Position: Q2 2026 in Review

Integrated Advisors Network increased its JPMorgan Chase (JPM) stake by 26% in Q2 2026, buying an estimated $4.08M and bringing the position to 64,583 shares worth $21.1M. The position accounts for 0.97% of the portfolio, ranked #17.

Integrated Advisors Network first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Integrated Advisors Network held 64,583 shares of JPMorgan Chase worth $21.1M as of Q2 2026.
  • Integrated Advisors Network bought 13,138 JPMorgan Chase shares in Q2 2026, an estimated $4.08M.
  • JPMorgan Chase made up 0.97% of Integrated Advisors Network's portfolio in Q2 2026, its #17 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.