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Innovative Advisory Group, LLC’s JPMorgan Chase JPM Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-210
Closed -$67.7K – 129
2025
Q4 		$67.7K Hold
210
– – 0.04% 63
2025
Q3 		$66.2K Hold
210
– – 0.04% 62
2025
Q2 		$60.9K Buy
210
+135
+180% +$34.5K 0.05% 62
2025
Q1 		$18.4K Hold
75
– – 0.02% 87
2024
Q4 		$18K Buy
+75
New +$17.5K 0.02% 88

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Advisory Group, LLC's JPM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 210 shares — an estimated $67.7K sold.

Innovative Advisory Group, LLC first reported a position in JPM in Q4 2024 and held it in 5 quarters. The position peaked at $67.7K in Q4 2025. 5,098 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 210 JPMorgan Chase shares in Q1 2026, an estimated $67.7K.
  • Innovative Advisory Group, LLC first reported a position in JPMorgan Chase in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's JPMorgan Chase position peaked at $67.7K in Q4 2025.
  • 5,098 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.