Iams Wealth Management
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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
Q3 		$3.84M Sell
11,604
-1,223
-10% -$428K 1.12% 18
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Iams Wealth Management's JPM Position: Q3 2026 in Review

Iams Wealth Management reduced its JPMorgan Chase (JPM) stake by 9.5% in Q3 2026, selling an estimated $428K and leaving 11,604 shares worth $3.84M. The position accounts for 1.12% of the portfolio, ranked #18.

Iams Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.2M in Q2 2026. 4,513 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Iams Wealth Management held 11,604 shares of JPMorgan Chase worth $3.84M as of Q3 2026.
  • Iams Wealth Management sold 1,223 JPMorgan Chase shares in Q3 2026, an estimated $428K.
  • JPMorgan Chase made up 1.12% of Iams Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Iams Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Iams Wealth Management's JPMorgan Chase position peaked at $4.2M in Q2 2026.
  • 4,513 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.