IF
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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
Q2 		$4.78M Sell
14,594
-2,149
-13% -$667K 2.28% 8
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 $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

Integrity Financial's JPM Position: Q2 2026 in Review

Integrity Financial reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $667K and leaving 14,594 shares worth $4.78M. The position accounts for 2.28% of the portfolio, ranked #8.

Integrity Financial first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.26M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Integrity Financial held 14,594 shares of JPMorgan Chase worth $4.78M as of Q2 2026.
  • Integrity Financial sold 2,149 JPMorgan Chase shares in Q2 2026, an estimated $667K.
  • JPMorgan Chase made up 2.28% of Integrity Financial's portfolio in Q2 2026, its #8 holding.
  • Integrity Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Integrity Financial's JPMorgan Chase position peaked at $5.26M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.