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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
2024
Q2 		– Sell
-800
Closed -$352 – 104
2024
Q1 		$352 Buy
+800
New +$144K ﹤0.01% 99

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.