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IVC Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

IVC Wealth Advisors’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 		$1.17M Sell
3,583
-18
-0.5% -$5.59K 0.46% 41
2026
Q1 		$1.06M Buy
3,601
+67
+2% +$20.3K 0.46% 42
2025
Q4 		$1.14M Buy
3,534
+92
+3% +$28.5K 0.5% 40
2025
Q3 		$1.09M Buy
3,442
+115
+3% +$34.2K 0.49% 42
2025
Q2 		$965K Buy
3,327
+53
+2% +$13.5K 0.47% 44
2025
Q1 		$803K Sell
3,274
-252
-7% -$64.2K 0.43% 52
2024
Q4 		$845K Sell
3,526
-487
-12% -$113K 0.47% 48
2024
Q3 		$846K Buy
4,013
+78
+2% +$16.4K 0.46% 49
2024
Q2 		$796K Sell
3,935
-15
-0.4% -$2.93K 0.45% 54
2024
Q1 		$791K Sell
3,950
-7
-0.2% -$1.26K 0.46% 56
2023
Q4 		$673K Buy
3,957
+23
+0.6% +$3.49K 0.42% 59
2023
Q3 		$571K Buy
3,934
+5
+0.1% +$750 0.38% 67
2023
Q2 		$571K Buy
3,929
+121
+3% +$16.6K 0.36% 71
2023
Q1 		$496K Buy
3,808
+70
+2% +$9.59K 0.35% 70
2022
Q4 		$501K Buy
3,738
+97
+3% +$12.3K 0.37% 69
2022
Q3 		$381K Sell
3,641
-11
-0.3% -$1.26K 0.31% 76
2022
Q2 		$411K Buy
3,652
+193
+6% +$23.9K 0.32% 77
2022
Q1 		$472K Buy
3,459
+568
+20% +$83.8K 0.31% 76
2021
Q4 		$458K Buy
2,891
+19
+0.7% +$3.12K 0.3% 88
2021
Q3 		$470K Buy
2,872
+1
+0% +$157 0.32% 78
2021
Q2 		$447K Buy
2,871
+13
+0.5% +$2.04K 0.31% 81
2021
Q1 		$435K Buy
2,858
+54
+2% +$7.77K 0.34% 80
2020
Q4 		$356K Buy
+2,804
New +$313K 0.34% 78

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IVC Wealth Advisors's JPM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, selling an estimated $5.59K and leaving 3,583 shares worth $1.17M. The position accounts for 0.46% of the portfolio, ranked #41.

IVC Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IVC Wealth Advisors held 3,583 shares of JPMorgan Chase worth $1.17M as of Q2 2026.
  • IVC Wealth Advisors sold 18 JPMorgan Chase shares in Q2 2026, an estimated $5.59K.
  • JPMorgan Chase made up 0.46% of IVC Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • IVC Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.