Iron Horse Wealth Management’s JPMorgan Chase JPM Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$316K	Sell	1,091 -175	-14%	-$44.7K	0.09%	37
2025 Q1	$310K	Buy	1,266 +101	+9%	+$25.7K	0.1%	36
2024 Q4	$279K	Buy	1,165 +10	+0.9%	+$2.33K	0.09%	35
2024 Q3	$244K	Buy	1,155 +780	+208%	+$164K	0.08%	40
2024 Q2	$75.9K	Hold	375	–	–	0.03%	76
2024 Q1	$75.2K	Sell	375 -40	-10%	-$7.22K	0.03%	71
2023 Q4	$70.6K	Sell	415 -50	-11%	-$7.58K	0.03%	71
2023 Q3	$67.5K	Buy	465 +10	+2%	+$1.5K	0.03%	68
2023 Q2	$66.2K	Hold	455	–	–	0.03%	67
2023 Q1	$59.3K	Hold	455	–	–	0.03%	72
2022 Q4	$61K	Buy	455 +450	+9,000%	+$57K	0.03%	70
2022 Q3	$1K	Sell	5 -350	-99%	-$40.2K	﹤0.01%	121
2022 Q2	$40K	Buy	355 +65	+22%	+$8.05K	0.02%	73
2022 Q1	$40K	Hold	290	–	–	0.02%	79
2021 Q4	$46K	Hold	290	–	–	0.03%	70
2021 Q3	$47K	Hold	290	–	–	0.03%	64
2021 Q2	$45K	Buy	290 +100	+53%	+$15.7K	0.03%	68
2021 Q1	$29K	Hold	190	–	–	0.02%	81
2020 Q4	$24K	Buy	+190	New	+$21.2K	0.02%	85

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iron Horse Wealth Management's JPM Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2025, selling an estimated $44.7K and leaving 1,091 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #37.

Iron Horse Wealth Management first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Iron Horse Wealth Management held 1,091 shares of JPMorgan Chase worth $316K as of Q2 2025.
Iron Horse Wealth Management sold 175 JPMorgan Chase shares in Q2 2025, an estimated $44.7K.
JPMorgan Chase made up 0.09% of Iron Horse Wealth Management's portfolio in Q2 2025, its #37 holding.
Iron Horse Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.