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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-800
Closed -$352 104
2024
Q1
$352 Buy
+800
New +$144K ﹤0.01% 99

Other funds holding JPM

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.