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 Q2	$1.41M	Sell	4,307 -12	-0.3%	-$3.73K	0.91%	30
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ipsen Advisor Group's JPM Position: Q2 2026 in Review

Ipsen Advisor Group reduced its JPMorgan Chase (JPM) stake by 0.28% in Q2 2026, selling an estimated $3.73K and leaving 4,307 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #30.

Ipsen Advisor Group first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ipsen Advisor Group held 4,307 shares of JPMorgan Chase worth $1.41M as of Q2 2026.
Ipsen Advisor Group sold 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
JPMorgan Chase made up 0.91% of Ipsen Advisor Group's portfolio in Q2 2026, its #30 holding.
Ipsen Advisor Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's JPMorgan Chase position peaked at $1.51M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.