IAG
JPM icon

Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History

Investment 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
Q1 		$1.2M Buy
4,065
+24
+0.6% +$7.28K 0.3% 69
2025
Q4 		$1.3M Sell
4,041
-83
-2% -$25.7K 0.34% 63
2025
Q3 		$1.3M Buy
4,124
+12
+0.3% +$3.57K 0.35% 59
2025
Q2 		$1.19M Sell
4,112
-569
-12% -$145K 0.36% 59
2025
Q1 		$1.15M Buy
4,681
+74
+2% +$18.9K 0.38% 58
2024
Q4 		$1.1M Sell
4,607
-540
-10% -$126K 0.37% 60
2024
Q3 		$1.09M Buy
5,147
+470
+10% +$99K 0.38% 57
2024
Q2 		$946K Buy
4,677
+897
+24% +$175K 0.37% 57
2024
Q1 		$757K Buy
3,780
+97
+3% +$17.5K 0.31% 66
2023
Q4 		$627K Sell
3,683
-33
-0.9% -$5K 0.29% 68
2023
Q3 		$539K Buy
3,716
+83
+2% +$12.4K 0.28% 71
2023
Q2 		$528K Buy
3,633
+90
+3% +$12.4K 0.27% 70
2023
Q1 		$462K Sell
3,543
-34
-1% -$4.66K 0.27% 77
2022
Q4 		$480K Buy
3,577
+161
+5% +$20.4K 0.29% 73
2022
Q3 		$357K Hold
3,416
– – 0.25% 76
2022
Q2 		$384K Sell
3,416
-1,205
-26% -$149K 0.26% 74
2022
Q1 		$629K Buy
4,621
+2,020
+78% +$298K 0.38% 54
2021
Q4 		$406K Buy
+2,601
New +$427K 0.26% 71

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

Investment Advisory Group's JPM Position: Q1 2026 in Review

Investment Advisory Group increased its JPMorgan Chase (JPM) stake by 0.59% in Q1 2026, buying an estimated $7.28K and bringing the position to 4,065 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #69.

Investment Advisory Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Investment Advisory Group held 4,065 shares of JPMorgan Chase worth $1.2M as of Q1 2026.
  • Investment Advisory Group bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
  • JPMorgan Chase made up 0.3% of Investment Advisory Group's portfolio in Q1 2026, its #69 holding.
  • Investment Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's JPMorgan Chase position peaked at $1.3M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.