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Ipsen Advisor Group’s JPMorgan Chase JPM Stock Holding History

Ipsen Advisor Group’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 		$1.27M Buy
4,319
+47
+1% +$14.3K 0.89% 30
2025
Q4 		$1.38M Sell
4,272
-530
-11% -$164K 0.98% 27
2025
Q3 		$1.51M Sell
4,802
-198
-4% -$58.9K 1.09% 23
2025
Q2 		$1.45M Buy
5,000
+2,482
+99% +$633K 1.1% 24
2025
Q1 		$618K Sell
2,518
-213
-8% -$54.3K 0.53% 48
2024
Q4 		$655K Buy
+2,731
New +$636K 0.56% 43
2022
Q4 		$300K Buy
+2,237
New +$283K 0.35% 78

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ipsen Advisor Group's JPM Position: Q1 2026 in Review

Ipsen Advisor Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $14.3K and bringing the position to 4,319 shares worth $1.27M. The position accounts for 0.89% of the portfolio, ranked #30.

Ipsen Advisor Group first reported a position in JPM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ipsen Advisor Group held 4,319 shares of JPMorgan Chase worth $1.27M as of Q1 2026.
  • Ipsen Advisor Group bought 47 JPMorgan Chase shares in Q1 2026, an estimated $14.3K.
  • JPMorgan Chase made up 0.89% of Ipsen Advisor Group's portfolio in Q1 2026, its #30 holding.
  • Ipsen Advisor Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's JPMorgan Chase position peaked at $1.51M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.