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IronBridge Private Wealth’s JPMorgan Chase JPM Stock Holding History

IronBridge Private Wealth’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 		$485K Sell
1,649
-25
-1% -$7.59K 0.16% 38
2025
Q4 		$539K Hold
1,674
– – 0.17% 34
2025
Q3 		$528K Buy
1,674
+7
+0.4% +$2.08K 0.17% 34
2025
Q2 		$483K Sell
1,667
-107
-6% -$27.3K 0.17% 28
2025
Q1 		$435K Sell
1,774
-20
-1% -$5.1K 0.17% 36
2024
Q4 		$430K Buy
1,794
+9
+0.5% +$2.1K 0.16% 37
2024
Q3 		$376K Buy
1,785
+36
+2% +$7.58K 0.14% 38
2024
Q2 		$354K Buy
1,749
+9
+0.5% +$1.76K 0.13% 38
2024
Q1 		$348K Sell
1,740
-54
-3% -$9.74K 0.14% 39
2023
Q4 		$305K Buy
1,794
+146
+9% +$22.1K 0.15% 39
2023
Q3 		$239K Buy
1,648
+65
+4% +$9.74K 0.13% 34
2023
Q2 		$230K Buy
1,583
+11
+0.7% +$1.51K 0.13% 32
2023
Q1 		$205K Sell
1,572
-552
-26% -$75.6K 0.13% 29
2022
Q4 		$285K Sell
2,124
-8,120
-79% -$1.03M 0.23% 24
2022
Q3 		$1.07M Buy
+10,244
New +$1.18M 0.92% 13
2022
Q2 		– Sell
-1,621
Closed -$221K – 41
2022
Q1 		$221K Sell
1,621
-581
-26% -$85.8K 0.14% 34
2021
Q4 		$349K Buy
2,202
+10
+0.5% +$1.64K 0.18% 32
2021
Q3 		$359K Buy
2,192
+9
+0.4% +$1.41K 0.19% 31
2021
Q2 		$340K Buy
2,183
+10
+0.5% +$1.57K 0.2% 34
2021
Q1 		$331K Sell
2,173
-73
-3% -$10.5K 0.21% 34
2020
Q4 		$285K Buy
+2,246
New +$251K 0.21% 31

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

IronBridge Private Wealth's JPM Position: Q1 2026 in Review

IronBridge Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $7.59K and leaving 1,649 shares worth $485K. The position accounts for 0.16% of the portfolio, ranked #38.

IronBridge Private Wealth first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.07M in Q3 2022. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IronBridge Private Wealth held 1,649 shares of JPMorgan Chase worth $485K as of Q1 2026.
  • IronBridge Private Wealth sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
  • JPMorgan Chase made up 0.16% of IronBridge Private Wealth's portfolio in Q1 2026, its #38 holding.
  • IronBridge Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • IronBridge Private Wealth's JPMorgan Chase position peaked at $1.07M in Q3 2022.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.