A detailed history of Independence Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 4,279 shares of JPM stock, worth $1.29 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,279
Previous 828 416.79%
Holding current value
$1.29 Million
Previous $261 Million 428.01%
% of portfolio
0.38%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$294.11 - $320.41 $1.01 Million - $1.11 Million
3,451 Added 416.79%
4,279 $1.38 Billion
Q3 2025

Oct 24, 2025

BUY
$282.78 - $316.06 $20,360 - $22,756
72 Added 9.52%
828 $261 Million
Q2 2025

Aug 08, 2025

BUY
$210.28 - $289.91 $158,971 - $219,171
756 New
756 $219 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Independence Financial Advisors, LLC Portfolio

Follow Independence Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independence Financial Advisors, LLC with notifications on news.