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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
Q2 		$1.18M Buy
3,617
+62
+2% +$19.3K 0.11% 38
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 $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

Iron Gate Global Advisors's JPM Position: Q2 2026 in Review

Iron Gate Global Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,617 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #38.

Iron Gate Global Advisors first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Iron Gate Global Advisors held 3,617 shares of JPMorgan Chase worth $1.18M as of Q2 2026.
  • Iron Gate Global Advisors bought 62 JPMorgan Chase shares in Q2 2026, an estimated $19.3K.
  • JPMorgan Chase made up 0.11% of Iron Gate Global Advisors's portfolio in Q2 2026, its #38 holding.
  • Iron Gate Global Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.