SEC 13F Intelligence

Ifp Advisors, Inc / JPM

Ifp Advisors, Inc’s Jpmorgan Chase & Co Position

Does Ifp Advisors, Inc own Jpmorgan Chase & Co (JPM)? Yes — 67.9K shares worth $20M (+0.41% of its 13F portfolio) as of Q1 2026, up from 48.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
67.9K
% of Portfolio
+0.41%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $4MQ2 ’19: $10MQ3 ’19: $9MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $12MQ3 ’21: $14MQ4 ’21: $13MQ4 ’21Q2 ’22: $11,000Q3 ’22: $11MQ4 ’22: $10,844Q1 ’23: $8MQ1 ’23Q2 ’23: $15MQ3 ’23: $7MQ4 ’23: $7MQ2 ’24: $10MQ2 ’24Q4 ’24: $11MQ1 ’25: $11MQ2 ’25: $13MQ4 ’25: $15MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.9K$20M+0.41%
Q4 202548.9K$15M+0.40%
Q2 202546.3K$13M+0.38%
Q1 202545.7K$11M+0.35%
Q4 202444.1K$11M+0.35%
Q2 202448.8K$10M+0.39%
Q4 202343.0K$7M+0.35%
Q3 202348.6K$7M+0.32%
Q2 2023127.4K$15M+0.32%
Q1 202394.1K$8M+0.35%
Q4 2022128.2K$10,844+0.29%
Q3 2022131.3K$11M+0.29%
Q2 2022136$11,000+0.02%
Q4 202184.1K$13M+0.26%
Q3 202182.7K$14M+0.27%
Q2 202175.0K$12M+0.24%
Q1 202162.5K$10M+0.19%
Q4 202065.7K$8M+0.34%
Q3 202060.5K$6M+0.35%
Q2 202058.8K$5M+0.43%
Q1 202054.1K$5M+0.54%
Q4 201956.0K$8M+0.59%
Q3 201975.2K$9M+0.59%
Q2 2019104.8K$10M+0.62%
Q1 201942.8K$4M+0.59%
Q4 2018104.8K$10M+0.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ifp Advisors, Inc’s full portfolio or all institutional holders of JPM.