Integrated Quantitative Investments’s JPMorgan Chase JPM Stock Holding History

Integrated Quantitative Investments’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	$2.46M	Sell	7,529 -3,552	-32%	-$1.1M	0.4%	64
2026 Q1	$3.26M	Buy	11,081 +6,269	+130%	+$1.9M	0.59%	24
2025 Q4	$1.55M	Buy	4,812 +2,828	+143%	+$876K	0.33%	87
2025 Q3	$626K	Sell	1,984 -938	-32%	-$279K	0.18%	211
2025 Q2	$847K	Buy	2,922 +792	+37%	+$202K	0.25%	178
2025 Q1	$522K	Hold	2,130	–	–	0.26%	133
2024 Q4	$511K	Buy	+2,130	New	+$496K	0.25%	126

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Quantitative Investments's JPM Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $1.1M and leaving 7,529 shares worth $2.46M. The position accounts for 0.4% of the portfolio, ranked #64.

Integrated Quantitative Investments first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Integrated Quantitative Investments held 7,529 shares of JPMorgan Chase worth $2.46M as of Q2 2026.
Integrated Quantitative Investments sold 3,552 JPMorgan Chase shares in Q2 2026, an estimated $1.1M.
JPMorgan Chase made up 0.4% of Integrated Quantitative Investments's portfolio in Q2 2026, its #64 holding.
Integrated Quantitative Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Integrated Quantitative Investments's JPMorgan Chase position peaked at $3.26M in Q1 2026.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.