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	Buy	1,582,078 +498,205	+46%	+$116M	0.83%	20
2024 Q3	$8.95M	Buy	+1,083,873	New	+$228M	0.73%	22
2024 Q2	–	Sell	-35,254	Closed	-$7.06M	–	2276
2024 Q1	$7.06M	Sell	35,254 -288,278	-89%	-$52M	0.74%	16
2023 Q4	$5.98M	Buy	+323,532	New	+$49M	0.76%	15
2023 Q1	–	Sell	-63,073	Closed	-$8.46M	–	1264
2022 Q4	$8.46M	Buy	+63,073	New	+$7.99M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 5,152 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.
5,152 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.