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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IAG Wealth Partners's JPM Position: Q1 2026 in Review

IAG Wealth Partners increased its JPMorgan Chase (JPM) stake by 8.2% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,233 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #92.

IAG Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $367K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IAG Wealth Partners held 1,233 shares of JPMorgan Chase worth $363K as of Q1 2026.
  • IAG Wealth Partners bought 93 JPMorgan Chase shares in Q1 2026, an estimated $28.2K.
  • JPMorgan Chase made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's JPMorgan Chase position peaked at $367K in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.