IBEX Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.9M | Sell |
8,850
-16,383
| -65% | -$5.09M | 0.23% | 81 |
|
|
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 |
-3,000
| Closed | -$450K | – | 133 |
|
|
2023
Q4 | $450K | Buy |
3,000
+1,517
| +102% | +$230K | 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
IBEX Wealth Advisors's JPM Position: Q2 2026 in Review
IBEX Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 65% in Q2 2026, selling an estimated $5.09M and leaving 8,850 shares worth $2.9M. The position accounts for 0.23% of the portfolio, ranked #81.
IBEX Wealth Advisors first reported a position in JPM in Q4 2016 and has held it in 27 quarters since. The position peaked at $8.97M in Q4 2019. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- IBEX Wealth Advisors held 8,850 shares of JPMorgan Chase worth $2.9M as of Q2 2026.
- IBEX Wealth Advisors sold 16,383 JPMorgan Chase shares in Q2 2026, an estimated $5.09M.
- JPMorgan Chase made up 0.23% of IBEX Wealth Advisors's portfolio in Q2 2026, its #81 holding.
- IBEX Wealth Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 27 quarters since.
- IBEX Wealth Advisors's JPMorgan Chase position peaked at $8.97M in Q4 2019.
- 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.