SEC 13F Intelligence

Ifg Advisory, LLC / JPM

Ifg Advisory, LLC’s Jpmorgan Chase & Co Position

Does Ifg Advisory, LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 39.4K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
39.4K
% of Portfolio
+0.55%
Quarters Held
28
position exited

Position History JPM

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ3 ’19: $2MQ4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $6MQ4 ’24: $7MQ1 ’25: $7MQ1 ’25Q2 ’25: $9MQ3 ’25: $12MQ4 ’25: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202539.4K$13M+0.55%
Q3 202537.4K$12M+0.54%
Q2 202529.9K$9M+0.44%
Q1 202529.7K$7M+0.40%
Q4 202428.2K$7M+0.38%
Q3 202428.3K$6M+0.38%
Q2 202434.1K$7M+0.44%
Q1 202432.2K$6M+0.48%
Q4 202332.0K$5M+0.40%
Q3 202332.6K$5M+0.40%
Q2 202333.1K$5M+0.43%
Q1 202326.3K$3M+0.32%
Q4 202223.7K$3M+0.32%
Q3 202229.9K$3M+0.28%
Q2 202220.6K$2M+0.25%
Q1 202220.9K$3M+0.29%
Q4 202120.7K$3M+0.32%
Q3 202120.1K$3M+0.35%
Q2 202119.8K$3M+0.34%
Q1 202123.1K$4M+0.44%
Q4 202023.9K$3M+0.42%
Q3 202024.3K$2M+0.38%
Q2 202024.1K$2M+0.41%
Q1 202021.4K$2M+0.43%
Q4 201920.2K$3M+0.52%
Q3 201920.9K$2M+0.48%
Q2 201928.2K$3M+0.50%
Q1 201930.0K$3M+0.51%

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