JGP Wealth Management
IDA icon

JGP Wealth Management’s Idacorp IDA Stock Holding History

JGP Wealth Management’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Hold
1,888
– – 0.02% 216
2026
Q2 		$286K Sell
1,888
-27
-1% -$3.89K 0.03% 198
2026
Q1 		$274K Hold
1,915
– – 0.03% 189
2025
Q4 		$242K Buy
1,915
+27
+1% +$3.51K 0.03% 208
2025
Q3 		$249K Hold
1,888
– – 0.03% 186
2025
Q2 		$218K Hold
1,888
– – 0.03% 191
2025
Q1 		$219K Hold
1,888
– – 0.03% 177
2024
Q4 		$206K Buy
+1,888
New +$208K 0.03% 176

Other funds holding IDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JGP Wealth Management's IDA Position: Q3 2026 in Review

JGP Wealth Management held its Idacorp (IDA) position steady in Q3 2026 at 1,888 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #216.

JGP Wealth Management first reported a position in IDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $286K in Q2 2026. 445 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • JGP Wealth Management held 1,888 shares of Idacorp worth $247K as of Q3 2026.
  • JGP Wealth Management left its Idacorp share count unchanged in Q3 2026.
  • Idacorp made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #216 holding.
  • JGP Wealth Management first reported a position in Idacorp in Q4 2024 and has held it in 8 quarters since.
  • JGP Wealth Management's Idacorp position peaked at $286K in Q2 2026.
  • 445 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

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