IWA
JPM icon

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
2019
Q3 		– Sell
-104
Closed -$61K – 243
2019
Q2 		$61K Buy
+104
New +$11.5K 0.02% 198

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

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.