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IAG Wealth Partners’s JPMorgan Chase JPM Stock Holding History

IAG Wealth Partners’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
Q2 		$373K Sell
1,140
-93
-8% -$28.9K 0.04% 101
2026
Q1 		$363K Buy
1,233
+93
+8% +$28.2K 0.04% 92
2025
Q4 		$367K Hold
1,140
– – 0.04% 95
2025
Q3 		$360K Sell
1,140
-35
-3% -$10.4K 0.04% 95
2025
Q2 		$341K Hold
1,175
– – 0.05% 93
2025
Q1 		$288K Hold
1,175
– – 0.04% 95
2024
Q4 		$282K Buy
1,175
+105
+10% +$24.5K 0.05% 86
2024
Q3 		$226K Hold
1,070
– – 0.04% 94
2024
Q2 		$216K Buy
1,070
+55
+5% +$10.8K 0.04% 90
2024
Q1 		$203K Sell
1,015
-15
-1% -$2.71K 0.04% 93
2023
Q4 		$175K Buy
1,030
+33
+3% +$5K 0.04% 89
2023
Q3 		$145K Hold
997
– – 0.04% 91
2023
Q2 		$145K Sell
997
-200
-17% -$27.5K 0.04% 102
2023
Q1 		$156K Buy
1,197
+200
+20% +$27.4K 0.04% 88
2022
Q4 		$134K Sell
997
-95
-9% -$12K 0.04% 85
2022
Q3 		$114K Buy
1,092
+205
+23% +$23.5K 0.04% 84
2022
Q2 		$100K Sell
887
-118
-12% -$14.6K 0.03% 89
2022
Q1 		$137K Buy
1,005
+92
+10% +$13.6K 0.04% 79
2021
Q4 		$145K Buy
913
+26
+3% +$4.27K 0.05% 67
2021
Q3 		$146K Hold
887
– – 0.05% 65
2021
Q2 		$138K Buy
887
+17
+2% +$2.67K 0.05% 62
2021
Q1 		$133K Sell
870
-90
-9% -$12.9K 0.05% 64
2020
Q4 		$122K Hold
960
– – 0.05% 66
2020
Q3 		$93K Sell
960
-13
-1% -$1.28K 0.04% 75
2020
Q2 		$92K Sell
973
-18
-2% -$1.71K 0.04% 71
2020
Q1 		$90K Sell
991
-160
-14% -$19.4K 0.06% 66
2019
Q4 		$161K Buy
+1,151
New +$148K 0.11% 52

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IAG Wealth Partners's JPM Position: Q2 2026 in Review

IAG Wealth Partners reduced its JPMorgan Chase (JPM) stake by 7.5% in Q2 2026, selling an estimated $28.9K and leaving 1,140 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #101.

IAG Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IAG Wealth Partners held 1,140 shares of JPMorgan Chase worth $373K as of Q2 2026.
  • IAG Wealth Partners sold 93 JPMorgan Chase shares in Q2 2026, an estimated $28.9K.
  • JPMorgan Chase made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.