Investmark Advisory Group’s JPMorgan Chase JPM Stock Holding History

Investmark Advisory 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 Q2	$995K	Buy	3,040 +7	+0.2%	+$2.17K	0.38%	57
2026 Q1	$892K	Sell	3,033 -37	-1%	-$11.2K	0.38%	57
2025 Q4	$989K	Buy	3,070 +7	+0.2%	+$2.17K	0.42%	52
2025 Q3	$966K	Buy	3,063 +4	+0.1%	+$1.19K	0.42%	52
2025 Q2	$887K	Buy	3,059 +8	+0.3%	+$2.04K	0.42%	53
2025 Q1	$749K	Buy	3,051 +6	+0.2%	+$1.53K	0.37%	51
2024 Q4	$730K	Sell	3,045 -1,055	-26%	-$246K	0.36%	52
2024 Q3	$865K	Buy	4,100 +39	+1%	+$8.21K	0.42%	48
2024 Q2	$821K	Sell	4,061 -21	-0.5%	-$4.11K	0.44%	48
2024 Q1	$818K	Buy	4,082 +8	+0.2%	+$1.44K	0.45%	48
2023 Q4	$693K	Sell	4,074 -157	-4%	-$23.8K	0.41%	53
2023 Q3	$614K	Buy	4,231 +210	+5%	+$31.5K	0.42%	51
2023 Q2	$585K	Sell	4,021 -101	-2%	-$13.9K	0.39%	50
2023 Q1	$537K	Sell	4,122 -189	-4%	-$25.9K	0.39%	50
2022 Q4	$578K	Buy	4,311 +841	+24%	+$107K	0.43%	52
2022 Q3	$362K	Buy	3,470 +401	+13%	+$46K	0.33%	57
2022 Q2	$345K	Buy	3,069 +13	+0.4%	+$1.61K	0.34%	48
2022 Q1	$416K	Buy	3,056 +20	+0.7%	+$2.95K	0.43%	46
2021 Q4	$480K	Buy	+3,036	New	+$499K	0.45%	37

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investmark Advisory Group's JPM Position: Q2 2026 in Review

Investmark Advisory Group increased its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, buying an estimated $2.17K and bringing the position to 3,040 shares worth $995K. The position accounts for 0.38% of the portfolio, ranked #57.

Investmark Advisory Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Investmark Advisory Group held 3,040 shares of JPMorgan Chase worth $995K as of Q2 2026.
Investmark Advisory Group bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.38% of Investmark Advisory Group's portfolio in Q2 2026, its #57 holding.
Investmark Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.