IAG
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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
Q2 		$1.37M Buy
4,199
+134
+3% +$41.6K 0.3% 69
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 $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

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

Investment Advisory Group increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $41.6K and bringing the position to 4,199 shares worth $1.37M. 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 19 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investment Advisory Group held 4,199 shares of JPMorgan Chase worth $1.37M as of Q2 2026.
  • Investment Advisory Group bought 134 JPMorgan Chase shares in Q2 2026, an estimated $41.6K.
  • JPMorgan Chase made up 0.3% of Investment Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Investment 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.