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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Advisors Network's JPM Position: Q1 2026 in Review

Integrated Advisors Network reduced its JPMorgan Chase (JPM) stake by 8% in Q1 2026, selling an estimated $1.36M and leaving 51,445 shares worth $15.1M. The position accounts for 0.79% of the portfolio, ranked #18.

Integrated Advisors Network first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.5M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Integrated Advisors Network held 51,445 shares of JPMorgan Chase worth $15.1M as of Q1 2026.
  • Integrated Advisors Network sold 4,486 JPMorgan Chase shares in Q1 2026, an estimated $1.36M.
  • JPMorgan Chase made up 0.79% of Integrated Advisors Network's portfolio in Q1 2026, its #18 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's JPMorgan Chase position peaked at $20.5M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.