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Investment Research Partners’s JPMorgan Chase JPM Stock Holding History

Investment Research 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
Q2 		$2.23M Buy
6,822
+883
+15% +$274K 0.76% 28
2026
Q1 		$1.75M Sell
5,939
-367
-6% -$111K 0.71% 26
2025
Q4 		$2.03M Buy
6,306
+131
+2% +$40.6K 0.87% 20
2025
Q3 		$1.89M Buy
+6,175
New +$1.84M 0.85% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investment Research Partners's JPM Position: Q2 2026 in Review

Investment Research Partners increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $274K and bringing the position to 6,822 shares worth $2.23M. The position accounts for 0.76% of the portfolio, ranked #28.

Investment Research Partners first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investment Research Partners held 6,822 shares of JPMorgan Chase worth $2.23M as of Q2 2026.
  • Investment Research Partners bought 883 JPMorgan Chase shares in Q2 2026, an estimated $274K.
  • JPMorgan Chase made up 0.76% of Investment Research Partners's portfolio in Q2 2026, its #28 holding.
  • Investment Research Partners first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.