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Integrated Investment Consultants’s JPMorgan Chase JPM Stock Holding History

Integrated Investment Consultants’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 		$5.4M Sell
18,355
-41
-0.2% -$12.4K 1.15% 22
2025
Q4 		$5.93M Sell
18,396
-6,849
-27% -$2.12M 1.16% 22
2025
Q3 		$7.96M Sell
25,245
-800
-3% -$238K 1.35% 19
2025
Q2 		$7.55M Sell
26,045
-3,744
-13% -$955K 1.48% 16
2025
Q1 		$7.31M Buy
29,789
+10,155
+52% +$2.59M 1.45% 15
2024
Q4 		$4.71M Sell
19,634
-20,508
-51% -$4.78M 0.97% 20
2024
Q3 		$4.13M Buy
40,142
+21,819
+119% +$4.6M 0.9% 21
2024
Q2 		$3.67M Hold
18,323
– – 1.01% 23
2024
Q1 		$3.67M Buy
18,323
+36
+0.2% +$6.5K 1.01% 23
2023
Q4 		$3.11M Buy
18,287
+406
+2% +$61.5K 0.98% 22
2023
Q3 		$2.59M Sell
17,881
-681
-4% -$102K 0.94% 23
2023
Q2 		$2.7M Sell
18,562
-89
-0.5% -$12.2K 0.85% 23
2023
Q1 		$2.43M Sell
18,651
-147
-0.8% -$20.1K 0.76% 24
2022
Q4 		$2.52M Buy
18,798
+582
+3% +$73.7K 0.85% 23
2022
Q3 		$1.9M Sell
18,216
-392
-2% -$45K 0.76% 22
2022
Q2 		$2.1M Sell
18,608
-55
-0.3% -$6.81K 0.76% 23
2022
Q1 		$2.54M Sell
18,663
-1,281
-6% -$189K 0.69% 27
2021
Q4 		$3.16M Sell
19,944
-759
-4% -$125K 0.84% 21
2021
Q3 		$3.39M Buy
20,703
+220
+1% +$34.5K 0.99% 17
2021
Q2 		$3.19M Buy
20,483
+639
+3% +$100K 0.93% 20
2021
Q1 		$3.02M Hold
19,844
– – 1.04% 18
2020
Q4 		$2.52M Buy
19,844
+245
+1% +$27.4K 0.95% 22
2020
Q3 		$1.89M Sell
19,599
-2,137
-10% -$210K 0.88% 20
2020
Q2 		$2.04M Sell
21,736
-2,442
-10% -$232K 0.97% 19
2020
Q1 		$2.18M Buy
24,178
+3,720
+18% +$452K 1.29% 16
2019
Q4 		$2.85M Buy
20,458
+84
+0.4% +$10.8K 1.18% 16
2019
Q3 		$2.4M Buy
20,374
+2,677
+15% +$303K 1.23% 14
2019
Q2 		$1.98M Buy
17,697
+784
+5% +$86.4K 1.01% 18
2019
Q1 		$1.71M Sell
16,913
-4,798
-22% -$494K 0.91% 21
2018
Q4 		$2.12M Sell
21,711
-890
-4% -$94.8K 1.14% 15
2018
Q3 		$2.55M Buy
22,601
+267
+1% +$30.3K 1.24% 10
2018
Q2 		$2.33M Sell
22,334
-1,494
-6% -$164K 1.22% 10
2018
Q1 		$2.62M Buy
+23,828
New +$2.7M 1.04% 11
2017
Q3 		$2.14M Buy
22,367
+233
+1% +$21.5K 0.93% 13
2017
Q2 		$2.02M Buy
22,134
+350
+2% +$30.2K 0.91% 14
2017
Q1 		$1.91M Hold
21,784
– – 0.87% 14
2016
Q4 		$1.88M Hold
21,784
– – 0.9% 13
2016
Q3 		$1.48M Sell
21,784
-600
-3% -$39.1K 0.75% 16
2016
Q2 		$1.39M Hold
22,384
– – 0.79% 21
2016
Q1 		$1.29M Buy
22,384
+1,000
+5% +$58.4K 0.74% 19
2015
Q4 		$1.22M Buy
+21,384
New +$1.39M 0.96% 18

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 Investment Consultants's JPM Position: Q1 2026 in Review

Integrated Investment Consultants reduced its JPMorgan Chase (JPM) stake by 0.22% in Q1 2026, selling an estimated $12.4K and leaving 18,355 shares worth $5.4M. The position accounts for 1.15% of the portfolio, ranked #22.

Integrated Investment Consultants first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.96M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Integrated Investment Consultants held 18,355 shares of JPMorgan Chase worth $5.4M as of Q1 2026.
  • Integrated Investment Consultants sold 41 JPMorgan Chase shares in Q1 2026, an estimated $12.4K.
  • JPMorgan Chase made up 1.15% of Integrated Investment Consultants's portfolio in Q1 2026, its #22 holding.
  • Integrated Investment Consultants first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
  • Integrated Investment Consultants's JPMorgan Chase position peaked at $7.96M in Q3 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.