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INVST’s JPMorgan Chase JPM Stock Holding History

INVST’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
2021
Q4 		– Sell
-100
Closed -$9K – 199
2021
Q3 		$9K Hold
100
– – ﹤0.01% 198
2021
Q2 		$8K Hold
100
– – ﹤0.01% 197
2021
Q1 		$8K Hold
100
– – ﹤0.01% 198
2020
Q4 		$6K Buy
+100
New +$11.2K ﹤0.01% 162

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.