IAS
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Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Investment Advisory Services’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 		$5.47M Buy
16,720
+12
+0.1% +$3.73K 1.58% 15
2026
Q1 		$4.91M Sell
16,708
-214
-1% -$64.9K 1.56% 16
2025
Q4 		$5.45M Sell
16,922
-444
-3% -$137K 1.71% 15
2025
Q3 		$5.48M Sell
17,366
-496
-3% -$148K 1.73% 13
2025
Q2 		$5.18M Buy
17,862
+279
+2% +$71.2K 1.73% 13
2025
Q1 		$4.31M Sell
17,583
-4
-0% -$1.02K 1.56% 15
2024
Q4 		$4.22M Sell
17,587
-976
-5% -$227K 1.49% 15
2024
Q3 		$3.91M Sell
18,563
-378
-2% -$79.6K 1.38% 16
2024
Q2 		$3.83M Sell
18,941
-89
-0.5% -$17.4K 1.4% 17
2024
Q1 		$3.81M Sell
19,030
-347
-2% -$62.6K 1.4% 16
2023
Q4 		$3.3M Sell
19,377
-247
-1% -$37.4K 1.3% 17
2023
Q3 		$2.85M Buy
19,624
+81
+0.4% +$12.1K 1.22% 18
2023
Q2 		$2.84M Buy
19,543
+1,309
+7% +$180K 1.2% 20
2023
Q1 		$2.38M Buy
18,234
+395
+2% +$54.1K 1.17% 20
2022
Q4 		$2.42M Sell
17,839
-35
-0.2% -$4.43K 1.25% 23
2022
Q3 		$1.87M Sell
17,874
-13
-0.1% -$1.49K 1.12% 26
2022
Q2 		$2.01M Buy
17,887
+625
+4% +$77.4K 1.16% 23
2022
Q1 		$2.35M Sell
17,262
-16
-0.1% -$2.36K 1.31% 23
2021
Q4 		$2.74M Sell
17,278
-531
-3% -$87.2K 1.49% 16
2021
Q3 		$2.92M Buy
17,809
+171
+1% +$26.8K 1.78% 10
2021
Q2 		$2.74M Buy
+17,638
New +$2.77M 1.69% 13
2020
Q4 		$2.35M Sell
18,506
-68
-0.4% -$7.6K 1.65% 15
2020
Q3 		$1.79M Buy
18,574
+124
+0.7% +$12.2K 1.41% 19
2020
Q2 		$1.74M Buy
18,450
+1,377
+8% +$131K 1.48% 18
2020
Q1 		$1.54M Buy
17,073
+2,905
+21% +$353K 1.65% 16
2019
Q4 		$1.98M Buy
+14,168
New +$1.82M 1.78% 19

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Investment Advisory Services increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $3.73K and bringing the position to 16,720 shares worth $5.47M. The position accounts for 1.58% of the portfolio, ranked #15.

Investment Advisory Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.48M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investment Advisory Services held 16,720 shares of JPMorgan Chase worth $5.47M as of Q2 2026.
  • Investment Advisory Services bought 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 1.58% of Investment Advisory Services's portfolio in Q2 2026, its #15 holding.
  • Investment Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's JPMorgan Chase position peaked at $5.48M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.