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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
Q2 		$542K Buy
1,656
+7
+0.4% +$2.17K 0.18% 38
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 $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 $3.38T AUM 44.17% 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

IronBridge Private Wealth's JPM Position: Q2 2026 in Review

IronBridge Private Wealth increased its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,656 shares worth $542K. The position accounts for 0.18% of the portfolio, ranked #38.

IronBridge Private Wealth first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IronBridge Private Wealth held 1,656 shares of JPMorgan Chase worth $542K as of Q2 2026.
  • IronBridge Private Wealth bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.18% of IronBridge Private Wealth's portfolio in Q2 2026, its #38 holding.
  • IronBridge Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • IronBridge Private Wealth's JPMorgan Chase position peaked at $1.07M in Q3 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.