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International Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

International Private Wealth Advisors’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 		$1.55M Buy
4,750
+1,821
+62% +$566K 0.8% 37
2026
Q1 		$862K Sell
2,929
-2,102
-42% -$638K 0.53% 44
2025
Q4 		$1.62M Buy
5,031
+2,958
+143% +$916K 1.02% 31
2025
Q3 		$654K Buy
2,073
+580
+39% +$172K 0.41% 52
2025
Q2 		$433K Sell
1,493
-288
-16% -$73.5K 0.37% 70
2025
Q1 		$437K Buy
1,781
+231
+15% +$58.9K 0.42% 60
2024
Q4 		$371K Buy
+1,550
New +$361K 0.37% 71

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

International Private Wealth Advisors's JPM Position: Q2 2026 in Review

International Private Wealth Advisors increased its JPMorgan Chase (JPM) stake by 62% in Q2 2026, buying an estimated $566K and bringing the position to 4,750 shares worth $1.55M. The position accounts for 0.8% of the portfolio, ranked #37.

International Private Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • International Private Wealth Advisors held 4,750 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • International Private Wealth Advisors bought 1,821 JPMorgan Chase shares in Q2 2026, an estimated $566K.
  • JPMorgan Chase made up 0.8% of International Private Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • International Private Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • International Private Wealth Advisors's JPMorgan Chase position peaked at $1.62M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.