Intergy Private Wealth
JPM icon

Intergy Private Wealth’s JPMorgan Chase JPM Stock Holding History

Intergy Private Wealth’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
Q3 		$812K Sell
2,454
-44
-2% -$15.4K 0.18% 60
2026
Q2 		$818K Buy
2,498
+75
+3% +$23.3K 0.19% 62
2026
Q1 		$713K Buy
2,423
+89
+4% +$27K 0.21% 59
2025
Q4 		$752K Hold
2,334
– – 0.23% 57
2025
Q3 		$736K Sell
2,334
-105
-4% -$31.2K 0.23% 58
2025
Q2 		$707K Buy
2,439
+97
+4% +$24.8K 0.24% 58
2025
Q1 		$574K Sell
2,342
-926
-28% -$236K 0.22% 60
2024
Q4 		$783K Buy
3,268
+120
+4% +$28K 0.29% 55
2024
Q3 		$664K Buy
3,148
+264
+9% +$55.6K 0.25% 55
2024
Q2 		$583K Buy
2,884
+137
+5% +$26.8K 0.24% 56
2024
Q1 		$550K Sell
2,747
-32
-1% -$5.77K 0.23% 57
2023
Q4 		$473K Sell
2,779
-191
-6% -$28.9K 0.2% 56
2023
Q3 		$431K Buy
2,970
+121
+4% +$18.1K 0.22% 54
2023
Q2 		$414K Buy
2,849
+43
+2% +$5.91K 0.2% 55
2023
Q1 		$366K Buy
2,806
+109
+4% +$14.9K 0.2% 53
2022
Q4 		$362K Buy
+2,697
New +$342K 0.23% 50

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Intergy Private Wealth's JPM Position: Q3 2026 in Review

Intergy Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2026, selling an estimated $15.4K and leaving 2,454 shares worth $812K. The position accounts for 0.18% of the portfolio, ranked #60.

Intergy Private Wealth first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $818K in Q2 2026. 1,591 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Intergy Private Wealth held 2,454 shares of JPMorgan Chase worth $812K as of Q3 2026.
  • Intergy Private Wealth sold 44 JPMorgan Chase shares in Q3 2026, an estimated $15.4K.
  • JPMorgan Chase made up 0.18% of Intergy Private Wealth's portfolio in Q3 2026, its #60 holding.
  • Intergy Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Intergy Private Wealth's JPMorgan Chase position peaked at $818K in Q2 2026.
  • 1,591 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.