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Iron Gate Global Advisors’s JPMorgan Chase JPM Stock Holding History

Iron Gate Global 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 		$1.05M Buy
3,555
+1,303
+58% +$395K 0.11% 40
2025
Q4 		$726K Sell
2,252
-102
-4% -$31.6K 0.07% 47
2025
Q3 		$743K Sell
2,354
-114
-5% -$33.9K 0.08% 51
2025
Q2 		$715K Sell
2,468
-572
-19% -$146K 0.08% 45
2025
Q1 		$746K Buy
3,040
+19
+0.6% +$4.84K 0.1% 46
2024
Q4 		$724K Sell
3,021
-83
-3% -$19.3K 0.1% 48
2024
Q3 		$655K Sell
3,104
-70
-2% -$14.7K 0.1% 44
2024
Q2 		$642K Hold
3,174
– – 0.11% 50
2024
Q1 		$634K Buy
3,174
+66
+2% +$11.9K 0.11% 51
2023
Q4 		$529K Buy
3,108
+257
+9% +$38.9K 0.1% 54
2023
Q3 		$420K Sell
2,851
-376
-12% -$56.4K 0.09% 53
2023
Q2 		$469K Sell
3,227
-28
-0.9% -$3.85K 0.1% 53
2023
Q1 		$424K Sell
3,255
-107
-3% -$14.7K 0.1% 55
2022
Q4 		$451K Buy
3,362
+89
+3% +$11.3K 0.12% 50
2022
Q3 		$345K Sell
3,273
-281
-8% -$32.2K 0.1% 55
2022
Q2 		$399K Sell
3,554
-129
-4% -$16K 0.11% 61
2022
Q1 		$502K Buy
3,683
+254
+7% +$37.5K 0.11% 59
2021
Q4 		$575K Buy
3,429
+46
+1% +$7.55K 0.13% 56
2021
Q3 		$553K Sell
3,383
-47
-1% -$7.37K 0.15% 63
2021
Q2 		$533K Buy
3,430
+297
+9% +$46.6K 0.15% 60
2021
Q1 		$476K Sell
3,133
-64
-2% -$9.21K 0.15% 60
2020
Q4 		$406K Buy
3,197
+311
+11% +$34.8K 0.15% 60
2020
Q3 		$277K Sell
2,886
-469
-14% -$46.1K 0.12% 74
2020
Q2 		$316K Buy
+3,355
New +$318K 0.15% 61

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

Iron Gate Global Advisors's JPM Position: Q1 2026 in Review

Iron Gate Global Advisors increased its JPMorgan Chase (JPM) stake by 58% in Q1 2026, buying an estimated $395K and bringing the position to 3,555 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #40.

Iron Gate Global Advisors first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Iron Gate Global Advisors held 3,555 shares of JPMorgan Chase worth $1.05M as of Q1 2026.
  • Iron Gate Global Advisors bought 1,303 JPMorgan Chase shares in Q1 2026, an estimated $395K.
  • JPMorgan Chase made up 0.11% of Iron Gate Global Advisors's portfolio in Q1 2026, its #40 holding.
  • Iron Gate Global Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.