Jamison Private Wealth Management
IBIT icon

Jamison Private Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Jamison Private Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$668K Sell
14,119
-394
-3% -$15.9K 0.07% 145
2026
Q2 		$483K Buy
+14,513
New +$590K 0.05% 176

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Jamison Private Wealth Management's IBIT Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.7% in Q3 2026, selling an estimated $15.9K and leaving 14,119 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #145.

Jamison Private Wealth Management first reported a position in IBIT in Q2 2026 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Jamison Private Wealth Management held 14,119 shares of iShares Bitcoin Trust worth $668K as of Q3 2026.
  • Jamison Private Wealth Management sold 394 iShares Bitcoin Trust shares in Q3 2026, an estimated $15.9K.
  • iShares Bitcoin Trust made up 0.07% of Jamison Private Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Jamison Private Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.