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Integrated Financial Solutions’s JPMorgan Chase JPM Stock Holding History

Integrated Financial Solutions’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 		$308K Sell
932
-190
-17% -$66.5K 0.16% 33
2026
Q2 		$367K Buy
1,122
+185
+20% +$57.5K 0.2% 31
2026
Q1 		$276K Buy
937
+100
+12% +$30.3K 0.19% 29
2025
Q4 		$270K Buy
+837
New +$259K 0.16% 28

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Integrated Financial Solutions's JPM Position: Q3 2026 in Review

Integrated Financial Solutions reduced its JPMorgan Chase (JPM) stake by 17% in Q3 2026, selling an estimated $66.5K and leaving 932 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #33.

Integrated Financial Solutions first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $367K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Integrated Financial Solutions held 932 shares of JPMorgan Chase worth $308K as of Q3 2026.
  • Integrated Financial Solutions sold 190 JPMorgan Chase shares in Q3 2026, an estimated $66.5K.
  • JPMorgan Chase made up 0.16% of Integrated Financial Solutions's portfolio in Q3 2026, its #33 holding.
  • Integrated Financial Solutions first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Integrated Financial Solutions's JPMorgan Chase position peaked at $367K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.