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Investment Research & Advisory Group’s JPMorgan Chase JPM Stock Holding History

Investment Research & 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 		$8.51M Buy
25,929
+55
+0.2% +$17.1K 2.63% 7
2026
Q1 		$7.63M Buy
25,874
+82
+0.3% +$24.9K 2.67% 7
2025
Q4 		$8.33M Buy
25,792
+19
+0.1% +$5.88K 2.76% 7
2025
Q3 		$8.15M Buy
25,773
+165
+0.6% +$49.1K 2.76% 7
2025
Q2 		$7.42M Buy
25,608
+147
+0.6% +$37.5K 2.77% 8
2025
Q1 		$6.25M Buy
25,461
+117
+0.5% +$29.8K 2.61% 9
2024
Q4 		$6.08M Sell
25,344
-97
-0.4% -$22.6K 2.52% 9
2024
Q3 		$5.36M Sell
25,441
-345
-1% -$72.7K 2.26% 11
2024
Q2 		$5.22M Buy
25,786
+349
+1% +$68.2K 2.31% 10
2024
Q1 		$5.1M Buy
25,437
+335
+1% +$60.4K 2.35% 10
2023
Q4 		$4.27M Sell
25,102
-74
-0.3% -$11.2K 2.18% 9
2023
Q3 		$3.65M Sell
25,176
-9
-0% -$1.35K 2.07% 9
2023
Q2 		$3.66M Buy
25,185
+132
+0.5% +$18.2K 2.12% 10
2023
Q1 		$3.26M Buy
25,053
+780
+3% +$107K 2.09% 11
2022
Q4 		$3.26M Sell
24,273
-636
-3% -$80.6K 2.14% 15
2022
Q3 		$2.6M Buy
24,909
+1,366
+6% +$157K 1.95% 13
2022
Q2 		$2.65M Buy
23,543
+1,574
+7% +$195K 1.92% 14
2022
Q1 		$3M Buy
21,969
+154
+0.7% +$22.7K 1.88% 13
2021
Q4 		$3.45M Sell
21,815
-752
-3% -$123K 2.1% 13
2021
Q3 		$3.71M Buy
22,567
+128
+0.6% +$20.1K 2.44% 11
2021
Q2 		$3.49M Buy
22,439
+2
+0% +$314 2.3% 11
2021
Q1 		$3.42M Sell
22,437
-320
-1% -$46K 2.51% 10
2020
Q4 		$2.89M Buy
22,757
+521
+2% +$58.2K 2.15% 10
2020
Q3 		$2.14M Sell
22,236
-278
-1% -$27.3K 1.78% 15
2020
Q2 		$2.12M Buy
22,514
+3,042
+16% +$289K 1.9% 13
2020
Q1 		$1.75M Sell
19,472
-159
-0.8% -$19.3K 1.63% 13
2019
Q4 		$2.74M Buy
+19,631
New +$2.52M 2.53% 7

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Investment Research & Advisory Group increased its JPMorgan Chase (JPM) stake by 0.21% in Q2 2026, buying an estimated $17.1K and bringing the position to 25,929 shares worth $8.51M. The position accounts for 2.63% of the portfolio, ranked #7.

Investment Research & Advisory Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investment Research & Advisory Group held 25,929 shares of JPMorgan Chase worth $8.51M as of Q2 2026.
  • Investment Research & Advisory Group bought 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 2.63% of Investment Research & Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Investment Research & Advisory Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,128 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.