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Iams Wealth Management’s JPMorgan Chase JPM Stock Holding History

Iams Wealth Management’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 		$4.2M Buy
12,827
+579
+5% +$180K 1.26% 16
2026
Q1 		$3.6M Buy
12,248
+1,786
+17% +$542K 1.26% 16
2025
Q4 		$3.37M Buy
10,462
+227
+2% +$70.3K 1.22% 16
2025
Q3 		$3.23M Sell
10,235
-560
-5% -$167K 1.3% 13
2025
Q2 		$3.13M Sell
10,795
-784
-7% -$200K 1.44% 11
2025
Q1 		$2.84M Sell
11,579
-272
-2% -$69.3K 1.3% 15
2024
Q4 		$2.84M Buy
11,851
+114
+1% +$26.6K 1.3% 16
2024
Q3 		$2.48M Buy
11,737
+395
+3% +$83.2K 1.22% 17
2024
Q2 		$2.29M Buy
11,342
+552
+5% +$108K 1.26% 16
2024
Q1 		$1.99M Sell
10,790
-899
-8% -$162K 1.22% 16
2023
Q4 		$1.99M Sell
11,689
-805
-6% -$122K 1.29% 16
2023
Q3 		$1.81M Buy
+12,494
New +$1.87M 1.25% 20
2023
Q2 		– Sell
-11,104
Closed -$1.53M – 191
2023
Q1 		$1.43M Buy
11,104
+3,518
+46% +$482K 1.19% 16
2022
Q4 		$1.02M Buy
+7,586
New +$961K 1.04% 22

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

Iams Wealth Management's JPM Position: Q2 2026 in Review

Iams Wealth Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q2 2026, buying an estimated $180K and bringing the position to 12,827 shares worth $4.2M. The position accounts for 1.26% of the portfolio, ranked #16.

Iams Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Iams Wealth Management held 12,827 shares of JPMorgan Chase worth $4.2M as of Q2 2026.
  • Iams Wealth Management bought 579 JPMorgan Chase shares in Q2 2026, an estimated $180K.
  • JPMorgan Chase made up 1.26% of Iams Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Iams Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.