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InTrack Investment Management’s JPMorgan Chase JPM Stock Holding History

InTrack 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 		$3.3M Buy
10,068
+52
+0.5% +$16.1K 1.63% 19
2026
Q1 		$2.95M Buy
10,016
+1,102
+12% +$334K 1.68% 19
2025
Q4 		$2.87M Buy
8,914
+346
+4% +$107K 1.61% 20
2025
Q3 		$2.7M Buy
8,568
+960
+13% +$286K 1.61% 18
2025
Q2 		$2.21M Buy
7,608
+993
+15% +$253K 1.48% 18
2025
Q1 		$1.62M Sell
6,615
-3,443
-34% -$878K 1.47% 21
2024
Q4 		$2.49M Sell
10,058
-490
-5% -$114K 1.74% 13
2024
Q3 		$2.22M Buy
10,548
+4,655
+79% +$980K 1.58% 16
2024
Q2 		$1.19M Buy
5,893
+880
+18% +$172K 0.85% 33
2024
Q1 		$1M Sell
5,013
-745
-13% -$134K 0.75% 45
2023
Q4 		$979K Sell
5,758
-358
-6% -$54.3K 0.74% 44
2023
Q3 		$887K Sell
6,116
-528
-8% -$79.1K 0.78% 41
2023
Q2 		$966K Sell
6,644
-163
-2% -$22.4K 0.79% 37
2023
Q1 		$874K Buy
6,807
+3,238
+91% +$444K 0.8% 41
2022
Q4 		$479K Buy
3,569
+574
+19% +$72.7K 0.48% 69
2022
Q3 		$313K Sell
2,995
-109
-4% -$12.5K 0.35% 85
2022
Q2 		$350K Sell
3,104
-3,418
-52% -$423K 0.36% 81
2022
Q1 		$889K Sell
6,522
-21
-0.3% -$3.1K 0.72% 49
2021
Q4 		$1.04M Sell
6,543
-820
-11% -$135K 0.72% 53
2021
Q3 		$1.25M Sell
7,363
-1,845
-20% -$289K 0.91% 41
2021
Q2 		$1.41M Sell
9,208
-525
-5% -$82.5K 1.11% 35
2021
Q1 		$1.48M Sell
9,733
-39
-0.4% -$5.61K 1.36% 25
2020
Q4 		$1.24M Buy
+9,772
New +$1.09M 1.24% 32

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
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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

InTrack Investment Management's JPM Position: Q2 2026 in Review

InTrack Investment Management increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $16.1K and bringing the position to 10,068 shares worth $3.3M. The position accounts for 1.63% of the portfolio, ranked #19.

InTrack Investment Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • InTrack Investment Management held 10,068 shares of JPMorgan Chase worth $3.3M as of Q2 2026.
  • InTrack Investment Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 1.63% of InTrack Investment Management's portfolio in Q2 2026, its #19 holding.
  • InTrack Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.