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IBEX Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

IBEX Wealth Advisors’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 		$7.42M Buy
25,233
+509
+2% +$154K 0.69% 50
2025
Q4 		$7.97M Buy
24,724
+16,032
+184% +$4.96M 0.78% 41
2025
Q3 		$2.74M Buy
8,692
+457
+6% +$136K 0.26% 81
2025
Q2 		$2.39M Sell
8,235
-17,064
-67% -$4.35M 0.25% 78
2025
Q1 		$6.21M Buy
25,299
+4,370
+21% +$1.11M 0.82% 41
2024
Q4 		$5.02M Buy
+20,929
New +$4.87M 0.59% 53
2024
Q3 		– Sell
-3,582
Closed -$724K – 179
2024
Q2 		$724K Buy
+3,582
New +$700K 0.11% 83
2024
Q1 		– Sell
-3
Closed -$450 – 133
2023
Q4 		$450 Sell
3
-1,480
-100% -$224K 0.1% 88
2023
Q3 		$215K Buy
+1,483
New +$222K 0.05% 106
2022
Q1 		– Sell
-12,697
Closed -$2.01M – 194
2021
Q4 		$2.01M Buy
12,697
+1,514
+14% +$249K 0.36% 90
2021
Q3 		$1.83M Buy
11,183
+1,908
+21% +$299K 0.35% 91
2021
Q2 		$1.44M Buy
+9,275
New +$1.46M 0.29% 100
2020
Q2 		– Sell
-45,179
Closed -$4.07M – 102
2020
Q1 		$4.07M Sell
45,179
-19,138
-30% -$2.33M 1.58% 18
2019
Q4 		$8.97M Sell
64,317
-1,694
-3% -$217K 2.75% 4
2019
Q3 		$7.77M Buy
66,011
+9,351
+17% +$1.06M 2.58% 5
2019
Q2 		$6.33M Sell
56,660
-2,051
-3% -$226K 1.83% 11
2019
Q1 		$5.94M Buy
58,711
+15,363
+35% +$1.58M 2.08% 8
2018
Q4 		$4.23M Sell
43,348
-10,144
-19% -$1.08M 1.93% 11
2018
Q3 		$6.07M Buy
53,492
+2,448
+5% +$278K 2.17% 7
2018
Q2 		$5.5M Sell
51,044
-5,198
-9% -$570K 2.2% 9
2018
Q1 		$5.63M Buy
56,242
+6,978
+14% +$790K 2.28% 9
2017
Q4 		$5.34M Buy
49,264
+490
+1% +$49.6K 2.37% 11
2017
Q3 		$4.7M Buy
48,774
+8,251
+20% +$761K 1.74% 14
2017
Q2 		$3.78M Buy
40,523
+3,509
+9% +$303K 1.49% 20
2017
Q1 		$3.19M Buy
37,014
+3,770
+11% +$333K 1.97% 18
2016
Q4 		$2.78M Buy
+33,244
New +$2.54M 1.33% 29

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

IBEX Wealth Advisors's JPM Position: Q1 2026 in Review

IBEX Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $154K and bringing the position to 25,233 shares worth $7.42M. The position accounts for 0.69% of the portfolio, ranked #50.

IBEX Wealth Advisors first reported a position in JPM in Q4 2016 and has held it in 26 quarters since. The position peaked at $8.97M in Q4 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IBEX Wealth Advisors held 25,233 shares of JPMorgan Chase worth $7.42M as of Q1 2026.
  • IBEX Wealth Advisors bought 509 JPMorgan Chase shares in Q1 2026, an estimated $154K.
  • JPMorgan Chase made up 0.69% of IBEX Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • IBEX Wealth Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 26 quarters since.
  • IBEX Wealth Advisors's JPMorgan Chase position peaked at $8.97M in Q4 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.