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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Partners Asset Management's JPM Position: Q2 2026 in Review

Investment Partners Asset Management increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $1.55K and bringing the position to 5,911 shares worth $1.93M. The position accounts for 1.08% of the portfolio, ranked #24.

Investment Partners Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Investment Partners Asset Management held 5,911 shares of JPMorgan Chase worth $1.93M as of Q2 2026.
Investment Partners Asset Management bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
JPMorgan Chase made up 1.08% of Investment Partners Asset Management's portfolio in Q2 2026, its #24 holding.
Investment Partners Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.