Ironsides Asset Advisors’s JPMorgan Chase JPM Stock Holding History

Ironsides Asset 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
2026 Q1	$762K	Buy	2,590 +644	+33%	+$195K	0.19%	45
2025 Q4	$627K	Buy	1,946 +820	+73%	+$254K	0.16%	48
2025 Q3	$355K	Hold	1,126	–	–	0.09%	52
2025 Q2	$327K	Buy	1,126 +95	+9%	+$24.2K	0.09%	46
2025 Q1	$253K	Hold	1,031	–	–	0.07%	55
2024 Q4	$247K	Hold	1,031	–	–	0.07%	61
2024 Q3	$217K	Buy	+1,031	New	+$217K	0.06%	71
2017 Q1	–	Sell	-6,735	Closed	-$581K	–	114
2016 Q4	$581K	Sell	6,735 -4,081	-38%	-$311K	0.16%	91
2016 Q3	$720K	Buy	10,816 +4,201	+64%	+$274K	0.19%	87
2016 Q2	$411K	Sell	6,615 -8,621	-57%	-$538K	0.13%	103
2016 Q1	$902K	Buy	15,236 +7,822	+106%	+$457K	0.23%	89
2015 Q4	$490K	Buy	7,414 +968	+15%	+$63K	0.13%	102
2015 Q3	$393K	Buy	6,446 +857	+15%	+$56.1K	0.11%	117
2015 Q2	$379K	Sell	5,589 -85	-1%	-$5.55K	0.11%	118
2015 Q1	$344K	Sell	5,674 -730	-11%	-$43.2K	0.09%	121
2014 Q4	$401K	Buy	6,404 +100	+2%	+$6.02K	0.11%	116
2014 Q3	$380K	Buy	6,304 +193	+3%	+$11.3K	0.11%	119
2014 Q2	$352K	Buy	+6,111	New	+$344K	0.1%	125

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Ironsides Asset Advisors's JPM Position: Q1 2026 in Review

Ironsides Asset Advisors increased its JPMorgan Chase (JPM) stake by 33% in Q1 2026, buying an estimated $195K and bringing the position to 2,590 shares worth $762K. The position accounts for 0.19% of the portfolio, ranked #45.

Ironsides Asset Advisors first reported a position in JPM in Q2 2014 and has held it in 18 quarters since. The position peaked at $902K in Q1 2016. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ironsides Asset Advisors held 2,590 shares of JPMorgan Chase worth $762K as of Q1 2026.
Ironsides Asset Advisors bought 644 JPMorgan Chase shares in Q1 2026, an estimated $195K.
JPMorgan Chase made up 0.19% of Ironsides Asset Advisors's portfolio in Q1 2026, its #45 holding.
Ironsides Asset Advisors first reported a position in JPMorgan Chase in Q2 2014 and has held it in 18 quarters since.
Ironsides Asset Advisors's JPMorgan Chase position peaked at $902K in Q1 2016.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.