INVST’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.8M | Buy |
8,563
+31
| +0.4% | +$9.63K | 0.27% | 63 |
|
|
2026
Q1 | $2.51M | Sell |
8,532
-1,417
| -14% | -$430K | 0.28% | 66 |
|
|
2025
Q4 | $3.21M | Sell |
9,949
-964
| -9% | -$298K | 0.35% | 59 |
|
|
2025
Q3 | $3.44M | Sell |
10,913
-463
| -4% | -$138K | 0.39% | 50 |
|
|
2025
Q2 | $3.3M | Buy |
11,376
+69
| +0.6% | +$17.6K | 0.41% | 47 |
|
|
2025
Q1 | $2.77M | Sell |
11,307
-3,821
| -25% | -$974K | 0.38% | 57 |
|
|
2024
Q4 | $3.63M | Buy |
15,128
+95
| +0.6% | +$22.1K | 0.44% | 49 |
|
|
2024
Q3 | $3.17M | Buy |
15,033
+204
| +1% | +$43K | 0.38% | 50 |
|
|
2024
Q2 | $3.05M | Buy |
14,829
+1,614
| +12% | +$316K | 0.34% | 51 |
|
|
2024
Q1 | $2.63M | Buy |
13,215
+285
| +2% | +$51.4K | 0.31% | 53 |
|
|
2023
Q4 | $2.26M | Buy |
12,930
+145
| +1% | +$22K | 0.29% | 54 |
|
|
2023
Q3 | $1.85M | Buy |
12,785
+965
| +8% | +$145K | 0.27% | 56 |
|
|
2023
Q2 | $1.72M | Sell |
11,820
-214
| -2% | -$29.4K | 0.25% | 49 |
|
|
2023
Q1 | $1.65M | Buy |
12,034
+259
| +2% | +$35.5K | 0.26% | 51 |
|
|
2022
Q4 | $1.65M | Sell |
11,775
-801
| -6% | -$101K | 0.26% | 52 |
|
|
2022
Q3 | $1.32M | Buy |
12,576
+484
| +4% | +$55.5K | 0.23% | 55 |
|
|
2022
Q2 | $1.43M | Buy |
12,092
+201
| +2% | +$24.9K | 0.22% | 58 |
|
|
2022
Q1 | $1.45M | Buy |
11,891
+587
| +5% | +$86.6K | 0.24% | 58 |
|
|
2021
Q4 | $1.68M | Buy |
11,304
+248
| +2% | +$40.7K | 0.26% | 54 |
|
|
2021
Q3 | $1.81M | Buy |
11,056
+111
| +1% | +$17.4K | 0.29% | 54 |
|
|
2021
Q2 | $1.66M | Buy |
10,945
+863
| +9% | +$136K | 0.27% | 54 |
|
|
2021
Q1 | $1.55M | Buy |
10,082
+948
| +10% | +$136K | 0.27% | 52 |
|
|
2020
Q4 | $1.16M | Buy |
9,134
+2,155
| +31% | +$241K | 0.21% | 58 |
|
|
2020
Q3 | $677K | Buy |
6,979
+650
| +10% | +$63.8K | 0.16% | 71 |
|
|
2020
Q2 | $590K | Buy |
6,329
+3,561
| +129% | +$338K | 0.18% | 67 |
|
|
2020
Q1 | $234K | Buy |
2,768
+229
| +9% | +$27.8K | 0.1% | 83 |
|
|
2019
Q4 | $354K | Sell |
2,539
-138
| -5% | -$17.7K | 0.13% | 62 |
|
|
2019
Q3 | $309K | Sell |
2,677
-37
| -1% | -$4.18K | 0.14% | 63 |
|
|
2019
Q2 | $309K | Buy |
2,714
+237
| +10% | +$26.1K | 0.16% | 46 |
|
|
2019
Q1 | $259K | Buy |
2,477
+107
| +5% | +$11K | 0.13% | 49 |
|
|
2018
Q4 | $231K | Buy |
2,370
+45
| +2% | +$4.79K | 0.13% | 42 |
|
|
2018
Q3 | $264K | Sell |
2,325
-11
| -0.5% | -$1.25K | 0.13% | 40 |
|
|
2018
Q2 | $243K | Sell |
2,336
-61
| -3% | -$6.69K | 0.14% | 43 |
|
|
2018
Q1 | $259K | Sell |
2,397
-28
| -1% | -$3.17K | 0.17% | 37 |
|
|
2017
Q4 | $259K | Buy |
+2,425
| New | +$246K | 0.19% | 35 |
|
Other funds holding JPM
INVST's JPM Position: Q2 2026 in Review
INVST increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $9.63K and bringing the position to 8,563 shares worth $2.8M. The position accounts for 0.27% of the portfolio, ranked #63.
INVST first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.63M in Q4 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- INVST held 8,563 shares of JPMorgan Chase worth $2.8M as of Q2 2026.
- INVST bought 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
- JPMorgan Chase made up 0.27% of INVST's portfolio in Q2 2026, its #63 holding.
- INVST first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- INVST's JPMorgan Chase position peaked at $3.63M in Q4 2024.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.