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 Q2	$638K	Sell	1,950 -2,461	-56%	-$764K	0.22%	101
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investor's Fiduciary Advisor Network's JPM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its JPMorgan Chase (JPM) stake by 56% in Q2 2026, selling an estimated $764K and leaving 1,950 shares worth $638K. The position accounts for 0.22% of the portfolio, ranked #101.

Investor's Fiduciary Advisor Network first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,950 shares of JPMorgan Chase worth $638K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 2,461 JPMorgan Chase shares in Q2 2026, an estimated $764K.
JPMorgan Chase made up 0.22% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #101 holding.
Investor's Fiduciary Advisor Network first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's JPMorgan Chase position peaked at $1.41M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.