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Investment Partners’s JPMorgan Chase JPM Stock Holding History

Investment Partners’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 		$5.08M Sell
17,286
-25
-0.1% -$7.59K 1.81% 17
2025
Q4 		$5.58M Sell
17,311
-605
-3% -$187K 1.95% 14
2025
Q3 		$5.65M Sell
17,916
-177
-1% -$52.6K 1.99% 12
2025
Q2 		$5.25M Sell
18,093
-1,895
-9% -$484K 1.99% 12
2025
Q1 		$4.9M Buy
19,988
+573
+3% +$146K 2.03% 13
2024
Q4 		$4.65M Buy
19,415
+615
+3% +$143K 1.92% 13
2024
Q3 		$3.96M Sell
18,800
-135
-0.7% -$28.4K 1.65% 16
2024
Q2 		$3.83M Sell
18,935
-12
-0.1% -$2.35K 1.72% 15
2024
Q1 		$3.8M Sell
18,947
-355
-2% -$64.1K 1.72% 15
2023
Q4 		$3.28M Sell
19,302
-451
-2% -$68.3K 1.62% 17
2023
Q3 		$2.86M Sell
19,753
-1,130
-5% -$169K 1.51% 19
2023
Q2 		$3.04M Sell
20,883
-17
-0.1% -$2.34K 1.58% 17
2023
Q1 		$2.72M Buy
20,900
+87
+0.4% +$11.9K 1.43% 17
2022
Q4 		$2.79M Sell
20,813
-59,373
-74% -$7.52M 1.48% 18
2022
Q3 		$8.38M Buy
80,186
+58,611
+272% +$6.73M 2.49% 7
2022
Q2 		$2.43M Buy
21,575
+168
+0.8% +$20.8K 1.19% 23
2022
Q1 		$2.92M Sell
21,407
-563
-3% -$83.1K 1.23% 21
2021
Q4 		$3.48M Buy
21,970
+729
+3% +$120K 1.42% 18
2021
Q3 		$3.48M Sell
21,241
-72
-0.3% -$11.3K 1.58% 16
2021
Q2 		$3.31M Buy
21,313
+2,506
+13% +$394K 1.51% 17
2021
Q1 		$2.86M Sell
18,807
-59
-0.3% -$8.49K 1.39% 21
2020
Q4 		$2.4M Sell
18,866
-828
-4% -$92.5K 1.27% 19
2020
Q3 		$1.9M Sell
19,694
-450
-2% -$44.2K 1.13% 26
2020
Q2 		$1.9M Buy
20,144
+487
+2% +$46.2K 1.11% 28
2020
Q1 		$1.77M Sell
19,657
-96
-0.5% -$11.7K 1.28% 21
2019
Q4 		$2.75M Buy
19,753
+63
+0.3% +$8.08K 1.86% 12
2019
Q3 		$2.32M Sell
19,690
-1,071
-5% -$121K 1.69% 14
2019
Q2 		$2.32M Sell
20,761
-417
-2% -$46K 1.66% 14
2019
Q1 		$2.14M Sell
21,178
-238
-1% -$24.5K 1.55% 17
2018
Q4 		$2.09M Sell
21,416
-534
-2% -$56.9K 1.76% 13
2018
Q3 		$561 Buy
21,950
+2,436
+12% +$277K 0.31% 53
2018
Q2 		$2.03M Sell
19,514
-1,109
-5% -$122K 1.51% 17
2018
Q1 		$2.27M Buy
20,623
+2,285
+12% +$259K 1.69% 17
2017
Q4 		$1.96M Buy
18,338
+2,609
+17% +$264K 1.45% 18
2017
Q3 		$1.5M Buy
15,729
+827
+6% +$76.3K 1.29% 27
2017
Q2 		$1.36M Sell
14,902
-373
-2% -$32.2K 1.24% 29
2017
Q1 		$1.34M Buy
15,275
+15
+0.1% +$1.32K 1.29% 26
2016
Q4 		$1.32M Sell
15,260
-62,867
-80% -$4.79M 1.29% 27
2016
Q3 		$5.2M Buy
78,127
+61,330
+365% +$4M 2.94% 1
2016
Q2 		$1.04M Sell
16,797
-57,206
-77% -$3.57M 1.04% 33
2016
Q1 		$4.89M Buy
74,003
+58,747
+385% +$3.43M 3.19% 1
2015
Q4 		$1.01M Sell
15,256
-80
-0.5% -$5.21K 1.21% 29
2015
Q3 		$935K Sell
15,336
-384
-2% -$25.2K 1.22% 29
2015
Q2 		$1.06M Buy
15,720
+98
+0.6% +$6.4K 1.28% 24
2015
Q1 		$947K Sell
15,622
-189
-1% -$11.2K 1.04% 31
2014
Q4 		$992K Buy
+15,811
New +$951K 1.14% 28

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 Partners's JPM Position: Q1 2026 in Review

Investment Partners reduced its JPMorgan Chase (JPM) stake by 0.14% in Q1 2026, selling an estimated $7.59K and leaving 17,286 shares worth $5.08M. The position accounts for 1.81% of the portfolio, ranked #17.

Investment Partners first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.38M in Q3 2022. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Investment Partners held 17,286 shares of JPMorgan Chase worth $5.08M as of Q1 2026.
  • Investment Partners sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
  • JPMorgan Chase made up 1.81% of Investment Partners's portfolio in Q1 2026, its #17 holding.
  • Investment Partners first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's JPMorgan Chase position peaked at $8.38M in Q3 2022.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.