Ironvine Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.11M | Hold |
30,971
| – | – | 1% | 26 |
|
|
2025
Q4 | $9.98M | Hold |
30,971
| – | – | 1% | 26 |
|
|
2025
Q3 | $9.77M | Hold |
30,971
| – | – | 0.97% | 25 |
|
|
2025
Q2 | $8.98M | Hold |
30,971
| – | – | 0.93% | 27 |
|
|
2025
Q1 | $7.6M | Hold |
30,971
| – | – | 0.82% | 27 |
|
|
2024
Q4 | $7.42M | Hold |
30,971
| – | – | 0.8% | 27 |
|
|
2024
Q3 | $6.53M | Sell |
30,971
-1
| -0% | -$211 | 0.7% | 28 |
|
|
2024
Q2 | $6.26M | Sell |
30,972
-192
| -0.6% | -$37.5K | 0.69% | 29 |
|
|
2024
Q1 | $6.24M | Hold |
31,164
| – | – | 0.68% | 28 |
|
|
2023
Q4 | $5.3M | Buy |
31,164
+1
| +0% | +$152 | 0.64% | 27 |
|
|
2023
Q3 | $4.52M | Hold |
31,163
| – | – | 0.58% | 28 |
|
|
2023
Q2 | $4.53M | Hold |
31,163
| – | – | 0.55% | 29 |
|
|
2023
Q1 | $4.06M | Sell |
31,163
-148,605
| -83% | -$20.4M | 0.51% | 31 |
|
|
2022
Q4 | $24.1M | Buy |
179,768
+7,718
| +4% | +$978K | 3.12% | 15 |
|
|
2022
Q3 | $18M | Buy |
172,050
+22,254
| +15% | +$2.55M | 2.41% | 23 |
|
|
2022
Q2 | $16.9M | Buy |
149,796
+22,979
| +18% | +$2.85M | 2.07% | 26 |
|
|
2022
Q1 | $17.3M | Sell |
126,817
-1,747
| -1% | -$258K | 1.86% | 26 |
|
|
2021
Q4 | $20.4M | Buy |
128,564
+2,414
| +2% | +$396K | 2.09% | 25 |
|
|
2021
Q3 | $20.6M | Sell |
126,150
-16,533
| -12% | -$2.59M | 2.19% | 22 |
|
|
2021
Q2 | $22.2M | Sell |
142,683
-31,975
| -18% | -$5.02M | 2.43% | 18 |
|
|
2021
Q1 | $26.6M | Sell |
174,658
-17,410
| -9% | -$2.5M | 3.09% | 12 |
|
|
2020
Q4 | $24.4M | Sell |
192,068
-22,683
| -11% | -$2.54M | 3.05% | 13 |
|
|
2020
Q3 | $20.7M | Sell |
214,751
-171,750
| -44% | -$16.9M | 2.59% | 18 |
|
|
2020
Q2 | $36.4M | Buy |
386,501
+1,325
| +0.3% | +$126K | 4.81% | 4 |
|
|
2020
Q1 | $34.7M | Buy |
385,176
+34,036
| +10% | +$4.14M | 5.42% | 3 |
|
|
2019
Q4 | $48.9M | Buy |
351,140
+2,927
| +0.8% | +$375K | 6.83% | 2 |
|
|
2019
Q3 | $43M | Buy |
348,213
+49,595
| +17% | +$5.61M | 6.31% | 2 |
|
|
2019
Q2 | $34.9M | Buy |
298,618
+18,645
| +7% | +$2.06M | 5.7% | 2 |
|
|
2019
Q1 | $28.3M | Buy |
279,973
+2,765
| +1% | +$285K | 5.35% | 3 |
|
|
2018
Q4 | $28.8M | Buy |
277,208
+14,333
| +5% | +$1.53M | 5.86% | 2 |
|
|
2018
Q3 | $29.7M | Buy |
262,875
+8,915
| +4% | +$1.01M | 6.06% | 2 |
|
|
2018
Q2 | $26.5M | Buy |
253,960
+24,664
| +11% | +$2.71M | 5.92% | 2 |
|
|
2018
Q1 | $25.2M | Buy |
229,296
+49,279
| +27% | +$5.58M | 6.07% | 2 |
|
|
2017
Q4 | $19.3M | Buy |
+180,017
| New | +$18.2M | 6% | 1 |
|
Other funds holding JPM
VCM
VPM
Ironvine Capital Partners's JPM Position: Q1 2026 in Review
Ironvine Capital Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 30,971 shares worth $9.11M. The position accounts for 1% of the portfolio, ranked #26.
Ironvine Capital Partners first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $48.9M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Ironvine Capital Partners held 30,971 shares of JPMorgan Chase worth $9.11M as of Q1 2026.
- Ironvine Capital Partners left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 1% of Ironvine Capital Partners's portfolio in Q1 2026, its #26 holding.
- Ironvine Capital Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Ironvine Capital Partners's JPMorgan Chase position peaked at $48.9M in Q4 2019.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Ironvine Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.