IPAM
JPM icon

Investment Partners Asset Management’s JPMorgan Chase JPM Stock Holding History

Investment Partners Asset Management’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
Q3 		$1.96M Hold
5,911
– – 1.05% 24
2026
Q2 		$1.93M Buy
5,911
+5
+0.1% +$1.55K 1.08% 24
2026
Q1 		$1.74M Buy
5,906
+16
+0.3% +$4.86K 1.07% 25
2025
Q4 		$1.9M Sell
5,890
-27
-0.5% -$8.36K 1.18% 20
2025
Q3 		$1.87M Sell
5,917
-92
-2% -$27.4K 1.23% 20
2025
Q2 		$1.74M Buy
6,009
+367
+7% +$93.7K 1.21% 20
2025
Q1 		$1.38M Buy
5,642
+104
+2% +$26.5K 1.09% 25
2024
Q4 		$1.33M Buy
5,538
+572
+12% +$133K 1.04% 27
2024
Q3 		$1.05M Buy
4,966
+10
+0.2% +$2.11K 0.86% 33
2024
Q2 		$1M Sell
4,956
-244
-5% -$47.7K 0.89% 33
2024
Q1 		$1.04M Buy
5,200
+41
+0.8% +$7.4K 0.94% 33
2023
Q4 		$878K Buy
+5,159
New +$782K 0.87% 35

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Investment Partners Asset Management's JPM Position: Q3 2026 in Review

Investment Partners Asset Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 5,911 shares worth $1.96M. The position accounts for 1.05% of the portfolio, ranked #24.

Investment Partners Asset Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 241 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Investment Partners Asset Management held 5,911 shares of JPMorgan Chase worth $1.96M as of Q3 2026.
  • Investment Partners Asset Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 1.05% of Investment Partners Asset Management's portfolio in Q3 2026, its #24 holding.
  • Investment Partners Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.