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Invested Advisors’s JPMorgan Chase JPM Stock Holding History

Invested 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 		$988K Sell
3,018
-182
-6% -$56.5K 0.87% 30
2026
Q1 		$941K Buy
3,200
+17
+0.5% +$5.16K 0.95% 24
2025
Q4 		$1.03M Buy
3,183
+42
+1% +$13K 1.06% 22
2025
Q3 		$764K Buy
+3,141
New +$934K 1.11% 22

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invested Advisors's JPM Position: Q2 2026 in Review

Invested Advisors reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $56.5K and leaving 3,018 shares worth $988K. The position accounts for 0.87% of the portfolio, ranked #30.

Invested Advisors first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Invested Advisors held 3,018 shares of JPMorgan Chase worth $988K as of Q2 2026.
  • Invested Advisors sold 182 JPMorgan Chase shares in Q2 2026, an estimated $56.5K.
  • JPMorgan Chase made up 0.87% of Invested Advisors's portfolio in Q2 2026, its #30 holding.
  • Invested Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's JPMorgan Chase position peaked at $1.03M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.