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Integris Wealth Management’s JPMorgan Chase JPM Stock Holding History

Integris Wealth Management’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 		$972K Buy
2,969
+841
+40% +$261K 0.2% 41
2026
Q1 		$626K Sell
2,128
-165
-7% -$50.1K 0.14% 46
2025
Q4 		$739K Sell
2,293
-506
-18% -$157K 0.17% 47
2025
Q3 		$883K Sell
2,799
-29
-1% -$8.63K 0.21% 38
2025
Q2 		$820K Buy
2,828
+19
+0.7% +$4.85K 0.21% 38
2025
Q1 		$689K Sell
2,809
-96
-3% -$24.5K 0.2% 41
2024
Q4 		$696K Buy
2,905
+230
+9% +$53.6K 0.2% 41
2024
Q3 		$564K Buy
2,675
+273
+11% +$57.5K 0.16% 40
2024
Q2 		$486K Sell
2,402
-130
-5% -$25.4K 0.14% 46
2024
Q1 		$507K Sell
2,532
-246
-9% -$44.4K 0.14% 49
2023
Q4 		$473K Buy
2,778
+599
+27% +$90.8K 0.14% 52
2023
Q3 		$316K Buy
2,179
+91
+4% +$13.6K 0.1% 63
2023
Q2 		$304K Sell
2,088
-202
-9% -$27.8K 0.11% 62
2023
Q1 		$298K Buy
2,290
+125
+6% +$17.1K 0.11% 62
2022
Q4 		$290K Buy
+2,165
New +$274K 0.11% 64

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integris Wealth Management's JPM Position: Q2 2026 in Review

Integris Wealth Management increased its JPMorgan Chase (JPM) stake by 40% in Q2 2026, buying an estimated $261K and bringing the position to 2,969 shares worth $972K. The position accounts for 0.2% of the portfolio, ranked #41.

Integris Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Integris Wealth Management held 2,969 shares of JPMorgan Chase worth $972K as of Q2 2026.
  • Integris Wealth Management bought 841 JPMorgan Chase shares in Q2 2026, an estimated $261K.
  • JPMorgan Chase made up 0.2% of Integris Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Integris Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.