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IRON Financial’s JPMorgan Chase JPM Stock Holding History

IRON Financial’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
Q2 		$2.99M Sell
9,134
-69
-0.7% -$21.4K 1.23% 22
2026
Q1 		$2.71M Buy
9,203
+215
+2% +$65.2K 1.18% 23
2025
Q4 		$2.9M Buy
8,988
+134
+2% +$41.5K 1.33% 20
2025
Q3 		$2.79M Sell
8,854
-196
-2% -$58.3K 1.34% 18
2025
Q2 		$2.62M Buy
9,050
+65
+0.7% +$16.6K 1.36% 18
2025
Q1 		$2.2M Buy
8,985
+143
+2% +$36.5K 1.24% 19
2024
Q4 		$2.12M Buy
8,842
+1
+0% +$233 1.19% 18
2024
Q3 		$1.86M Sell
8,841
-71
-0.8% -$15K 1.01% 25
2024
Q2 		$1.8M Buy
8,912
+55
+0.6% +$10.8K 1.01% 23
2024
Q1 		$1.77M Sell
8,857
-454
-5% -$81.9K 0.99% 23
2023
Q4 		$1.58M Sell
9,311
-17
-0.2% -$2.58K 0.9% 27
2023
Q3 		$1.35M Sell
9,328
-74
-0.8% -$11.1K 0.79% 29
2023
Q2 		$1.37M Sell
9,402
-16
-0.2% -$2.2K 0.73% 31
2023
Q1 		$1.23M Buy
9,418
+134
+1% +$18.4K 0.67% 33
2022
Q4 		$1.25M Buy
9,284
+2,737
+42% +$347K 0.71% 29
2022
Q3 		$684K Sell
6,547
-139
-2% -$16K 0.38% 52
2022
Q2 		$753K Sell
6,686
-238
-3% -$29.5K 0.39% 43
2022
Q1 		$944K Sell
6,924
-386
-5% -$57K 0.44% 35
2021
Q4 		$1.16M Hold
7,310
– – 0.52% 31
2021
Q3 		$1.2M Sell
7,310
-111
-1% -$17.4K 0.57% 31
2021
Q2 		$1.15M Sell
7,421
-255
-3% -$40K 0.54% 32
2021
Q1 		$1.17M Sell
7,676
-968
-11% -$139K 0.62% 24
2020
Q4 		$1.1M Sell
8,644
-210
-2% -$23.5K 0.55% 21
2020
Q3 		$852K Sell
8,854
-694
-7% -$68.2K 0.47% 26
2020
Q2 		$898K Sell
9,548
-1,240
-11% -$118K 0.46% 28
2020
Q1 		$971K Buy
10,788
+1,563
+17% +$190K 0.61% 25
2019
Q4 		$1.29M Buy
9,225
+1,572
+21% +$202K 0.61% 27
2019
Q3 		$901K Buy
7,653
+141
+2% +$15.9K 0.67% 21
2019
Q2 		$760K Buy
7,512
+59
+0.8% +$6.5K 0.71% 18
2019
Q1 		$755K Buy
7,453
+565
+8% +$58.2K 0.48% 21
2018
Q4 		$672K Sell
6,888
-57
-0.8% -$6.07K 0.52% 20
2018
Q3 		$784K Buy
6,945
+112
+2% +$12.7K 0.53% 21
2018
Q2 		$712K Sell
6,833
-32
-0.5% -$3.51K 0.39% 30
2018
Q1 		$755K Sell
6,865
-119
-2% -$13.5K 0.48% 45
2017
Q4 		$747K Sell
6,984
-778
-10% -$78.8K 0.52% 43
2017
Q3 		$741K Buy
7,762
+103
+1% +$9.5K 0.57% 41
2017
Q2 		$700K Buy
7,659
+3
+0% +$259 0.62% 38
2017
Q1 		$672K Buy
7,656
+1,003
+15% +$88.5K 0.48% 41
2016
Q4 		$574K Sell
6,653
-1,359
-17% -$104K 0.39% 37
2016
Q3 		$533K Buy
8,012
+1
+0% +$65 0.65% 20
2016
Q2 		$498K Buy
8,011
+104
+1% +$6.5K 0.64% 21
2016
Q1 		$468K Buy
7,907
+178
+2% +$10.4K 0.47% 48
2015
Q4 		$510K Sell
7,729
-96
-1% -$6.25K 0.43% 53
2015
Q3 		$477K Sell
7,825
-14
-0.2% -$917 0.32% 46
2015
Q2 		$531K Buy
7,839
+3
+0% +$196 0.5% 22
2015
Q1 		$475K Sell
7,836
-1,377
-15% -$81.5K 0.37% 30
2014
Q4 		$5.76K Sell
9,213
-90
-1% -$5.42K 0.58% 24
2014
Q3 		$560K Buy
9,303
+3
+0% +$175 0.71% 17
2014
Q2 		$536K Buy
9,300
+4
+0% +$225 0.47% 27
2014
Q1 		$564K Sell
9,296
-297
-3% -$17.2K 0.43% 24
2013
Q4 		$561K Buy
+9,593
New +$526K 0.57% 21

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IRON Financial's JPM Position: Q2 2026 in Review

IRON Financial reduced its JPMorgan Chase (JPM) stake by 0.75% in Q2 2026, selling an estimated $21.4K and leaving 9,134 shares worth $2.99M. The position accounts for 1.23% of the portfolio, ranked #22.

IRON Financial first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IRON Financial held 9,134 shares of JPMorgan Chase worth $2.99M as of Q2 2026.
  • IRON Financial sold 69 JPMorgan Chase shares in Q2 2026, an estimated $21.4K.
  • JPMorgan Chase made up 1.23% of IRON Financial's portfolio in Q2 2026, its #22 holding.
  • IRON Financial first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.