Integrated Capital Management (Michigan)’s JPMorgan Chase JPM Stock Holding History

Integrated Capital Management (Michigan)’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	$470K	Sell	1,437 -383	-21%	-$119K	0.17%	36
2026 Q1	$535K	Buy	1,820 +172	+10%	+$52.2K	0.23%	36
2025 Q4	$531K	Sell	1,648 -76	-4%	-$23.5K	0.23%	37
2025 Q3	$524K	Sell	1,724 -18	-1%	-$5.35K	0.23%	38
2025 Q2	$507K	Sell	1,742 -6,970	-80%	-$1.78M	0.24%	36
2025 Q1	$2.14M	Buy	8,712 +95	+1%	+$24.2K	1.18%	18
2024 Q4	$2.07M	Sell	8,617 -37	-0.4%	-$8.62K	1.1%	18
2024 Q3	$1.82M	Buy	+8,654	New	+$1.82M	0.97%	22

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Integrated Capital Management (Michigan)'s JPM Position: Q2 2026 in Review

Integrated Capital Management (Michigan) reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $119K and leaving 1,437 shares worth $470K. The position accounts for 0.17% of the portfolio, ranked #36.

Integrated Capital Management (Michigan) first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Integrated Capital Management (Michigan) held 1,437 shares of JPMorgan Chase worth $470K as of Q2 2026.
Integrated Capital Management (Michigan) sold 383 JPMorgan Chase shares in Q2 2026, an estimated $119K.
JPMorgan Chase made up 0.17% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #36 holding.
Integrated Capital Management (Michigan) first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Integrated Capital Management (Michigan)'s JPMorgan Chase position peaked at $2.14M in Q1 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.