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Intrepid Financial Planning Group’s JPMorgan Chase JPM Stock Holding History

Intrepid Financial Planning Group’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
Q1 		$5.21M Sell
17,705
-4,488
-20% -$1.36M 2.1% 13
2025
Q4 		$7.15M Sell
22,193
-7
-0% -$2.17K 2.72% 9
2025
Q3 		$7M Sell
22,200
-151
-0.7% -$44.9K 2.67% 10
2025
Q2 		$6.48M Buy
22,351
+82
+0.4% +$20.9K 2.72% 9
2025
Q1 		$5.46M Buy
22,269
+1
+0% +$255 2.53% 10
2024
Q4 		$5.34M Buy
22,268
+98
+0.4% +$22.8K 2.26% 10
2024
Q3 		$4.67M Sell
22,170
-131
-0.6% -$27.6K 2% 11
2024
Q2 		$4.51M Buy
22,301
+205
+0.9% +$40.1K 1.94% 11
2024
Q1 		$4.43M Buy
22,096
+15
+0.1% +$2.71K 1.91% 11
2023
Q4 		$3.76M Hold
22,081
– – 1.8% 13
2023
Q3 		$3.2M Hold
22,081
– – 1.66% 13
2023
Q2 		$3.21M Buy
22,081
+50
+0.2% +$6.88K 1.54% 16
2023
Q1 		$2.87M Sell
22,031
-40
-0.2% -$5.48K 1.45% 17
2022
Q4 		$2.96M Sell
22,071
-85
-0.4% -$10.8K 1.61% 16
2022
Q3 		$2.31M Buy
22,156
+94
+0.4% +$10.8K 1.32% 22
2022
Q2 		$2.48M Buy
+22,062
New +$2.73M 1.37% 21

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intrepid Financial Planning Group's JPM Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $1.36M and leaving 17,705 shares worth $5.21M. The position accounts for 2.1% of the portfolio, ranked #13.

Intrepid Financial Planning Group first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.15M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Intrepid Financial Planning Group held 17,705 shares of JPMorgan Chase worth $5.21M as of Q1 2026.
  • Intrepid Financial Planning Group sold 4,488 JPMorgan Chase shares in Q1 2026, an estimated $1.36M.
  • JPMorgan Chase made up 2.1% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #13 holding.
  • Intrepid Financial Planning Group first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's JPMorgan Chase position peaked at $7.15M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.