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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
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
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 Quantitative Investments's JPM Position: Q1 2026 in Review

Integrated Quantitative Investments increased its JPMorgan Chase (JPM) stake by 130% in Q1 2026, buying an estimated $1.9M and bringing the position to 11,081 shares worth $3.26M. The position accounts for 0.59% of the portfolio, ranked #24.

Integrated Quantitative Investments first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Integrated Quantitative Investments held 11,081 shares of JPMorgan Chase worth $3.26M as of Q1 2026.
  • Integrated Quantitative Investments bought 6,269 JPMorgan Chase shares in Q1 2026, an estimated $1.9M.
  • JPMorgan Chase made up 0.59% of Integrated Quantitative Investments's portfolio in Q1 2026, its #24 holding.
  • Integrated Quantitative Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.