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Intrua Financial’s JPMorgan Chase JPM Stock Holding History

Intrua Financial’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 		$2.44M Buy
7,463
+166
+2% +$51.6K 0.22% 86
2026
Q1 		$2.15M Sell
7,297
-583
-7% -$177K 0.22% 88
2025
Q4 		$2.54M Buy
7,880
+207
+3% +$64.1K 0.27% 69
2025
Q3 		$2.42M Buy
7,673
+822
+12% +$244K 0.26% 70
2025
Q2 		$1.99M Sell
6,851
-456
-6% -$116K 0.27% 70
2025
Q1 		$1.79M Sell
7,307
-32
-0.4% -$8.16K 0.26% 73
2024
Q4 		$1.76M Sell
7,339
-216
-3% -$50.3K 0.27% 68
2024
Q3 		$1.59M Sell
7,555
-972
-11% -$205K 0.24% 78
2024
Q2 		$1.72M Sell
8,527
-4,282
-33% -$837K 0.26% 81
2024
Q1 		$2.57M Sell
12,809
-5,199
-29% -$938K 0.37% 57
2023
Q4 		$3.06M Sell
18,008
-2,038
-10% -$309K 0.45% 52
2023
Q3 		$2.91M Buy
20,046
+110
+0.6% +$16.5K 0.49% 46
2023
Q2 		$2.9M Buy
19,936
+3,081
+18% +$424K 0.49% 47
2023
Q1 		$2.26M Buy
16,855
+6,505
+63% +$891K 0.47% 51
2022
Q4 		$1.39M Buy
10,350
+332
+3% +$42.1K 0.32% 78
2022
Q3 		$1.05M Sell
10,018
-3,966
-28% -$455K 0.28% 80
2022
Q2 		$1.57M Buy
13,984
+714
+5% +$88.5K 0.34% 64
2022
Q1 		$1.81M Sell
13,270
-1,842
-12% -$272K 0.32% 61
2021
Q4 		$2.39M Sell
15,112
-1,210
-7% -$199K 0.42% 50
2021
Q3 		$2.74M Buy
16,322
+1,998
+14% +$313K 0.5% 38
2021
Q2 		$2.31M Buy
14,324
+89
+0.6% +$14K 0.55% 31
2021
Q1 		$2.15M Buy
14,235
+1,216
+9% +$175K 0.55% 34
2020
Q4 		$1.65M Buy
13,019
+39
+0.3% +$4.36K 0.74% 26
2020
Q3 		$1.48M Sell
12,980
-8,106
-38% -$796K 0.73% 24
2020
Q2 		$2.16M Buy
+21,086
New +$2M 0.83% 27

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

Intrua Financial's JPM Position: Q2 2026 in Review

Intrua Financial increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $51.6K and bringing the position to 7,463 shares worth $2.44M. The position accounts for 0.22% of the portfolio, ranked #86.

Intrua Financial first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.06M in Q4 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Intrua Financial held 7,463 shares of JPMorgan Chase worth $2.44M as of Q2 2026.
  • Intrua Financial bought 166 JPMorgan Chase shares in Q2 2026, an estimated $51.6K.
  • JPMorgan Chase made up 0.22% of Intrua Financial's portfolio in Q2 2026, its #86 holding.
  • Intrua Financial first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's JPMorgan Chase position peaked at $3.06M in Q4 2023.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.