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JGP Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

JGP 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
Q2 		– Sell
-7,292
Closed -$280K – 236
2026
Q1 		$280K Buy
7,292
+105
+1% +$4.55K 0.03% 187
2025
Q4 		$357K Buy
7,187
+1,020
+17% +$57.9K 0.04% 174
2025
Q3 		$424K Buy
6,167
+2,548
+70% +$166K 0.05% 149
2025
Q2 		$222K Buy
+3,619
New +$203K 0.03% 190

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

JGP Wealth Management's IBIT Position: Q2 2026 in Review

JGP Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 7,292 shares — an estimated $280K sold.

JGP Wealth Management first reported a position in IBIT in Q2 2025 and held it in 4 quarters. The position peaked at $424K in Q3 2025. 511 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • JGP Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • JGP Wealth Management sold 7,292 iShares Bitcoin Trust shares in Q2 2026, an estimated $280K.
  • JGP Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 4 quarters.
  • JGP Wealth Management's iShares Bitcoin Trust position peaked at $424K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.