JP Morgan Chase
IFS icon

JP Morgan Chase’s Intercorp Financial Services IFS Stock Holding History

JP Morgan Chase’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.6M Sell
572,228
-58,940
-9% -$2.8M ﹤0.01% 1813
2025
Q4 		$26.7M Buy
631,168
+42,149
+7% +$1.73M ﹤0.01% 1832
2025
Q3 		$23.8M Buy
589,019
+107,290
+22% +$4.15M ﹤0.01% 1961
2025
Q2 		$18.4M Buy
481,729
+114,443
+31% +$3.93M ﹤0.01% 2017
2025
Q1 		$12.2M Buy
367,286
+91,011
+33% +$2.86M ﹤0.01% 2369
2024
Q4 		$8.11M Sell
276,275
-12,020
-4% -$335K ﹤0.01% 2897
2024
Q3 		$7.53M Sell
288,295
-12,650
-4% -$300K ﹤0.01% 2867
2024
Q2 		$6.74M Buy
300,945
+46,999
+19% +$1.06M ﹤0.01% 2805
2024
Q1 		$6.05M Buy
253,946
+39,630
+18% +$1M ﹤0.01% 2936
2023
Q4 		$4.7M Sell
214,316
-15,019
-7% -$296K ﹤0.01% 3153
2023
Q3 		$5.16M Buy
229,335
+56,445
+33% +$1.35M ﹤0.01% 2825
2023
Q2 		$4.29M Sell
172,890
-2,214
-1% -$50.9K ﹤0.01% 2989
2023
Q1 		$4M Hold
175,104
– – ﹤0.01% 3001
2022
Q4 		$4.12M Sell
175,104
-644
-0.4% -$14.9K ﹤0.01% 2990
2022
Q3 		$3.53M Sell
175,748
-5,899
-3% -$134K ﹤0.01% 3024
2022
Q2 		$4.25M Hold
181,647
– – ﹤0.01% 2922
2022
Q1 		$6.28M Sell
181,647
-4,929
-3% -$157K ﹤0.01% 2816
2021
Q4 		$4.92M Sell
186,576
-197,382
-51% -$5.04M ﹤0.01% 3074
2021
Q3 		$8.57M Sell
383,958
-9,706
-2% -$212K ﹤0.01% 2524
2021
Q2 		$9.89M Sell
393,664
-15,352
-4% -$423K ﹤0.01% 2447
2021
Q1 		$12.2M Sell
409,016
-20,772
-5% -$671K ﹤0.01% 2177
2020
Q4 		$13.9M Sell
429,788
-1,459
-0.3% -$37.9K ﹤0.01% 1927
2020
Q3 		$10.1M Buy
431,247
+22,299
+5% +$560K ﹤0.01% 2029
2020
Q2 		$10.8M Buy
408,948
+81,123
+25% +$2.13M ﹤0.01% 1838
2020
Q1 		$9.09M Buy
327,825
+4,708
+1% +$178K ﹤0.01% 1831
2019
Q4 		$13.3M Buy
323,117
+739
+0.2% +$29.7K ﹤0.01% 1883
2019
Q3 		$13.3M Buy
+322,378
New +$13.2M ﹤0.01% 1906

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase's IFS Position: Q1 2026 in Review

JP Morgan Chase reduced its Intercorp Financial Services (IFS) stake by 9.3% in Q1 2026, selling an estimated $2.8M and leaving 572,228 shares worth $27.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

JP Morgan Chase first reported a position in IFS in Q3 2019 and has held it in 27 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • JP Morgan Chase held 572,228 shares of Intercorp Financial Services worth $27.6M as of Q1 2026.
  • JP Morgan Chase sold 58,940 Intercorp Financial Services shares in Q1 2026, an estimated $2.8M.
  • Intercorp Financial Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1813 holding.
  • JP Morgan Chase first reported a position in Intercorp Financial Services in Q3 2019 and has held it in 27 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.