Investor's Fiduciary Advisor Network’s JPMorgan Chase JPM Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.3M	Buy	4,411 +24	+0.5%	+$7.28K	0.4%	71
2025 Q4	$1.41M	Buy	4,387 +868	+25%	+$269K	0.3%	79
2025 Q3	$1.11M	Hold	3,519	–	–	0.38%	74
2025 Q2	$1.02M	Buy	3,519 +67	+2%	+$17.1K	0.38%	77
2025 Q1	$846K	Sell	3,452 -328	-9%	-$83.6K	0.4%	68
2024 Q4	$905K	Buy	+3,780	New	+$880K	0.35%	72

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investor's Fiduciary Advisor Network's JPM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its JPMorgan Chase (JPM) stake by 0.55% in Q1 2026, buying an estimated $7.28K and bringing the position to 4,411 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #71.

Investor's Fiduciary Advisor Network first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Investor's Fiduciary Advisor Network held 4,411 shares of JPMorgan Chase worth $1.3M as of Q1 2026.
Investor's Fiduciary Advisor Network bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
JPMorgan Chase made up 0.4% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #71 holding.
Investor's Fiduciary Advisor Network first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's JPMorgan Chase position peaked at $1.41M in Q4 2025.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.