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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
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% +$27.9K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Intergy Private Wealth's JPM Position: Q2 2026 in Review

Intergy Private Wealth increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 2,498 shares worth $818K. The position accounts for 0.19% of the portfolio, ranked #62.

Intergy Private Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,221 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Intergy Private Wealth held 2,498 shares of JPMorgan Chase worth $818K as of Q2 2026.
  • Intergy Private Wealth bought 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
  • JPMorgan Chase made up 0.19% of Intergy Private Wealth's portfolio in Q2 2026, its #62 holding.
  • Intergy Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,221 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.