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Integrity Financial’s JPMorgan Chase JPM Stock Holding History

Integrity Financial’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 		$4.92M Buy
16,743
+433
+3% +$131K 2.45% 7
2025
Q4 		$5.26M Buy
16,310
+871
+6% +$270K 2.66% 7
2025
Q3 		$4.87M Buy
15,439
+232
+2% +$69K 2.32% 7
2025
Q2 		$4.41M Buy
15,207
+11,893
+359% +$3.03M 2.24% 9
2025
Q1 		$813K Buy
3,314
+516
+18% +$132K 0.46% 54
2024
Q4 		$671K Sell
2,798
-458
-14% -$107K 0.39% 61
2024
Q3 		$686K Buy
3,256
+108
+3% +$22.7K 0.4% 59
2024
Q2 		$637K Buy
3,148
+51
+2% +$9.97K 0.4% 55
2024
Q1 		$620K Buy
3,097
+475
+18% +$85.7K 0.43% 56
2023
Q4 		$446K Sell
2,622
-268
-9% -$40.6K 0.32% 59
2023
Q3 		$419K Buy
2,890
+263
+10% +$39.4K 0.32% 57
2023
Q2 		$382K Buy
2,627
+2
+0.1% +$275 0.28% 61
2023
Q1 		$342K Buy
2,625
+120
+5% +$16.4K 0.28% 69
2022
Q4 		$336K Sell
2,505
-12
-0.5% -$1.52K 0.32% 64
2022
Q3 		$263K Sell
2,517
-3
-0.1% -$344 0.28% 69
2022
Q2 		$284K Sell
2,520
-9
-0.4% -$1.11K 0.27% 68
2022
Q1 		$345K Sell
2,529
-1,230
-33% -$182K 0.28% 63
2021
Q4 		$595K Buy
+3,759
New +$617K 0.44% 46

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

Integrity Financial's JPM Position: Q1 2026 in Review

Integrity Financial increased its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, buying an estimated $131K and bringing the position to 16,743 shares worth $4.92M. The position accounts for 2.45% of the portfolio, ranked #7.

Integrity Financial first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.26M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Integrity Financial held 16,743 shares of JPMorgan Chase worth $4.92M as of Q1 2026.
  • Integrity Financial bought 433 JPMorgan Chase shares in Q1 2026, an estimated $131K.
  • JPMorgan Chase made up 2.45% of Integrity Financial's portfolio in Q1 2026, its #7 holding.
  • Integrity Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's JPMorgan Chase position peaked at $5.26M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.