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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
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 $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.