IronOak Wealth’s JPMorgan Chase JPM Stock Holding History

IronOak 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
2025 Q2	$1.79M	Buy	+6,171	New	+$1.57M	1.74%	22
2024 Q4	$810K	Buy	+3,380	New	+$787K	0.91%	44

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IronOak Wealth's JPM Position: Q2 2025 in Review

IronOak Wealth opened a new position in JPMorgan Chase (JPM) in Q2 2025: 6,171 shares worth $1.79M. The stake represents 1.74% of the portfolio and ranks #22 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in JPM as recently as Q4 2024.

IronOak Wealth first reported a position in JPM in Q4 2024 and has held it in 2 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

IronOak Wealth held 6,171 shares of JPMorgan Chase worth $1.79M as of Q2 2025.
JPMorgan Chase was a new IronOak Wealth position in Q2 2025.
JPMorgan Chase made up 1.74% of IronOak Wealth's portfolio in Q2 2025, its #22 holding.
IronOak Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 2 quarters since.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.