Ironwood Investment Management’s JPMorgan Chase JPM Stock Holding History

Ironwood Investment Management’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	$928K	Hold	3,154	–	–	0.39%	82
2025 Q4	$1.02M	Hold	3,154	–	–	0.43%	75
2025 Q3	$995K	Hold	3,154	–	–	0.43%	78
2025 Q2	$914K	Hold	3,154	–	–	0.44%	74
2025 Q1	$774K	Sell	3,154 -800	-20%	-$204K	0.42%	78
2024 Q4	$948K	Hold	3,954	–	–	0.47%	71
2024 Q3	$834K	Hold	3,954	–	–	0.41%	81
2024 Q2	$800K	Sell	3,954 -5,800	-59%	-$1.13M	0.43%	77
2024 Q1	$1.95M	Buy	9,754 +2,416	+33%	+$436K	0.95%	30
2023 Q4	$1.25M	Hold	7,338	–	–	0.66%	42
2023 Q3	$1.06M	Hold	7,338	–	–	0.65%	49
2023 Q2	$1.07M	Hold	7,338	–	–	0.61%	51
2023 Q1	$956K	Hold	7,338	–	–	0.6%	57
2022 Q4	$984K	Sell	7,338 -510	-6%	-$64.6K	0.65%	56
2022 Q3	$820K	Hold	7,848	–	–	0.57%	63
2022 Q2	$884K	Hold	7,848	–	–	0.59%	59
2022 Q1	$1.07M	Hold	7,848	–	–	0.58%	59
2021 Q4	$1.24M	Hold	7,848	–	–	0.61%	52
2021 Q3	$1.28M	Hold	7,848	–	–	0.67%	46
2021 Q2	$1.22M	Hold	7,848	–	–	0.62%	57
2021 Q1	$1.2M	Hold	7,848	–	–	0.63%	51
2020 Q4	$997K	Hold	7,848	–	–	0.58%	56
2020 Q3	$756K	Hold	7,848	–	–	0.54%	73
2020 Q2	$738K	Sell	7,848 -250	-3%	-$23.7K	0.57%	65
2020 Q1	$729K	Sell	8,098 -1,000	-11%	-$121K	0.73%	43
2019 Q4	$1.27M	Sell	9,098 -657	-7%	-$84.3K	0.88%	33
2019 Q3	$1.15M	Buy	9,755 +1,737	+22%	+$196K	0.86%	33
2019 Q2	$896K	Buy	8,018 +550	+7%	+$60.6K	0.7%	47
2019 Q1	$756K	Buy	7,468 +800	+12%	+$82.4K	0.61%	58
2018 Q4	$651K	Hold	6,668	–	–	0.6%	55
2018 Q3	$752K	Hold	6,668	–	–	0.53%	69
2018 Q2	$695K	Hold	6,668	–	–	0.49%	76
2018 Q1	$733K	Hold	6,668	–	–	0.54%	69
2017 Q4	$713K	Hold	6,668	–	–	0.51%	72
2017 Q3	$637K	Hold	6,668	–	–	0.45%	86
2017 Q2	$609K	Buy	6,668 +2,550	+62%	+$220K	0.44%	90
2017 Q1	$362K	Hold	4,118	–	–	0.27%	121
2016 Q4	$355K	Hold	4,118	–	–	0.26%	124
2016 Q3	$274K	Hold	4,118	–	–	0.21%	142
2016 Q2	$256K	Hold	4,118	–	–	0.19%	136
2016 Q1	$244K	Hold	4,118	–	–	0.16%	143
2015 Q4	$272K	Hold	4,118	–	–	0.11%	136
2015 Q3	$251K	Buy	4,118 +400	+11%	+$26.2K	0.09%	140
2015 Q2	$252K	Hold	3,718	–	–	0.06%	141
2015 Q1	$225K	Hold	3,718	–	–	0.04%	153
2014 Q4	$233K	Hold	3,718	–	–	0.04%	153
2014 Q3	$224K	Hold	3,718	–	–	0.04%	155
2014 Q2	$214K	Hold	3,718	–	–	0.03%	160
2014 Q1	$226K	Hold	3,718	–	–	0.03%	151
2013 Q4	$217K	Buy	+3,718	New	+$204K	0.03%	155

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

Ironwood Investment Management's JPM Position: Q1 2026 in Review

Ironwood Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,154 shares worth $928K. The position accounts for 0.39% of the portfolio, ranked #82.

Ironwood Investment Management first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.95M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ironwood Investment Management held 3,154 shares of JPMorgan Chase worth $928K as of Q1 2026.
Ironwood Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.39% of Ironwood Investment Management's portfolio in Q1 2026, its #82 holding.
Ironwood Investment Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
Ironwood Investment Management's JPMorgan Chase position peaked at $1.95M in Q1 2024.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.