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International Assets Investment Management’s JPMorgan Chase JPM Stock Holding History

International Assets Investment 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 		$12.7M Buy
1,667,427
+405,547
+32% +$126M 0.76% 20
2026
Q1 		$10.9M Buy
+1,261,880
New +$383M 0.75% 18
2025
Q4 		– Sell
-31,163
Closed -$9.05M – 2237
2025
Q3 		$9.05M Sell
31,163
-1,548,996
-98% -$461M 0.73% 22
2025
Q2 		$10.5M Buy
+1,580,159
New +$403M 0.85% 19
2025
Q1 		– Sell
-1,582,078
Closed -$9.88M – 827
2024
Q4 		$9.88M Sell
1,582,078
-7,372,146
-82% -$1.72B 0.83% 20
2024
Q3 		$1.08M Buy
+8,954,224
New +$1.89B 2.97% 3
2024
Q2 		– Sell
-608,675
Closed -$7.06M – 2276
2024
Q1 		$7.06M Buy
608,675
+285,143
+88% +$51.5M 0.74% 16
2023
Q4 		$5.98M Buy
+323,532
New +$49M 0.76% 15
2023
Q1 		– Sell
-1,218,187
Closed -$8.46M – 1264
2022
Q4 		$8.46M Buy
+1,218,187
New +$154M 0.87% 15
2022
Q1 		– Sell
-22,176
Closed -$3.51M – 541
2021
Q4 		$3.51M Sell
22,176
-35,910
-62% -$5.9M 0.61% 23
2021
Q3 		$3.32M Sell
58,086
-21,230
-27% -$3.33M 0.59% 26
2021
Q2 		$3.19M Sell
79,316
-171,042
-68% -$26.9M 0.59% 27
2021
Q1 		$5.8M Buy
250,358
+125,744
+101% +$18.1M 0.53% 30
2020
Q4 		$2.55M Sell
124,614
-7,498
-6% -$838K 0.46% 38
2020
Q3 		$1.55M Sell
132,112
-4,171
-3% -$410K 0.39% 53
2020
Q2 		$1.81M Buy
+136,283
New +$12.9M 0.43% 43

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

International Assets Investment Management's JPM Position: Q2 2026 in Review

International Assets Investment Management increased its JPMorgan Chase (JPM) stake by 32% in Q2 2026, buying an estimated $126M and bringing the position to 1,667,427 shares worth $12.7M. The position accounts for 0.76% of the portfolio, ranked #20.

International Assets Investment Management first reported a position in JPM in Q2 2020 and has held it in 16 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • International Assets Investment Management held 1,667,427 shares of JPMorgan Chase worth $12.7M as of Q2 2026.
  • International Assets Investment Management bought 405,547 JPMorgan Chase shares in Q2 2026, an estimated $126M.
  • JPMorgan Chase made up 0.76% of International Assets Investment Management's portfolio in Q2 2026, its #20 holding.
  • International Assets Investment Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 16 quarters since.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.