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 Q2	$848K	Hold	2,590	–	–	0.2%	42
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ironsides Asset Advisors's JPM Position: Q2 2026 in Review

Ironsides Asset Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,590 shares worth $848K. The position accounts for 0.2% of the portfolio, ranked #42.

Ironsides Asset Advisors first reported a position in JPM in Q2 2014 and has held it in 19 quarters since. The position peaked at $902K in Q1 2016. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ironsides Asset Advisors held 2,590 shares of JPMorgan Chase worth $848K as of Q2 2026.
Ironsides Asset Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.2% of Ironsides Asset Advisors's portfolio in Q2 2026, its #42 holding.
Ironsides Asset Advisors first reported a position in JPMorgan Chase in Q2 2014 and has held it in 19 quarters since.
Ironsides Asset Advisors's JPMorgan Chase position peaked at $902K in Q1 2016.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.