JP Morgan Chase
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JP Morgan Chase’s IES Holdings IESC Stock Holding History

JP Morgan Chase’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7M Buy
50,842
+6,970
+16% +$2.25M ﹤0.01% 2273
2026
Q1 		$9.69M Buy
43,872
+3,466
+9% +$795K ﹤0.01% 2703
2025
Q4 		$7.86M Sell
40,406
-10,588
-21% -$2.13M ﹤0.01% 2915
2025
Q3 		$10.1M Sell
50,994
-5,834
-10% -$1M ﹤0.01% 2702
2025
Q2 		$8.42M Sell
56,828
-1,216
-2% -$143K ﹤0.01% 2704
2025
Q1 		$4.79M Sell
58,044
-15,474
-21% -$1.61M ﹤0.01% 3196
2024
Q4 		$7.39M Sell
73,518
-9,446
-11% -$1.14M ﹤0.01% 3001
2024
Q3 		$8.28M Buy
82,964
+2,054
+3% +$167K ﹤0.01% 2764
2024
Q2 		$5.64M Sell
80,910
-62,080
-43% -$4.36M ﹤0.01% 2944
2024
Q1 		$8.7M Buy
142,990
+46,926
+49% +$2.25M ﹤0.01% 2610
2023
Q4 		$3.81M Buy
96,064
+11,780
+14% +$411K ﹤0.01% 3322
2023
Q3 		$2.78M Sell
84,284
-6,948
-8% -$226K ﹤0.01% 3293
2023
Q2 		$2.59M Buy
91,232
+77,642
+571% +$1.86M ﹤0.01% 3344
2023
Q1 		$293K Buy
13,590
+3,168
+30% +$65K ﹤0.01% 4821
2022
Q4 		$186K Buy
10,422
+702
+7% +$11.4K ﹤0.01% 5073
2022
Q3 		$134K Buy
9,720
+76
+0.8% +$1.17K ﹤0.01% 5152
2022
Q2 		$145K Sell
9,644
-3,564
-27% -$57.3K ﹤0.01% 5233
2022
Q1 		$266K Sell
13,208
-38,186
-74% -$861K ﹤0.01% 5036
2021
Q4 		$1.3M Buy
51,394
+12,922
+34% +$324K ﹤0.01% 4195
2021
Q3 		$879K Buy
38,472
+7,858
+26% +$191K ﹤0.01% 4410
2021
Q2 		$786K Sell
30,614
-21,616
-41% -$560K ﹤0.01% 4433
2021
Q1 		$1.32M Sell
52,230
-3,052
-6% -$73.4K ﹤0.01% 4014
2020
Q4 		$1.27M Buy
55,282
+42,180
+322% +$825K ﹤0.01% 3801
2020
Q3 		$206K Sell
13,102
-3,528
-21% -$48.3K ﹤0.01% 4347
2020
Q2 		$193K Sell
16,630
-10,664
-39% -$112K ﹤0.01% 4279
2020
Q1 		$240K Buy
27,294
+2,384
+10% +$27.8K ﹤0.01% 4199
2019
Q4 		$319K Sell
24,910
-660
-3% -$7.14K ﹤0.01% 4479
2019
Q3 		$264K Sell
25,570
-7,990
-24% -$76K ﹤0.01% 4494
2019
Q2 		$309K Sell
33,560
-136
-0.4% -$1.23K ﹤0.01% 4470
2019
Q1 		$299K Buy
33,696
+14,336
+74% +$127K ﹤0.01% 4450
2018
Q4 		$150K Buy
19,360
+15,334
+381% +$133K ﹤0.01% 4692
2018
Q3 		$40K Buy
4,026
+482
+14% +$4.47K ﹤0.01% 5277
2018
Q2 		$29K Buy
3,544
+54
+2% +$462 ﹤0.01% 5235
2018
Q1 		$26K Sell
3,490
-262
-7% -$2.16K ﹤0.01% 5011
2017
Q4 		$32K Buy
+3,752
New +$33.9K ﹤0.01% 5041
2017
Q3 		– Sell
-8,752
Closed -$79K – 5054
2017
Q2 		$79K Sell
8,752
-22,808
-72% -$197K ﹤0.01% 4239
2017
Q1 		$286K Sell
31,560
-26,518
-46% -$255K ﹤0.01% 3939
2016
Q4 		$556K Buy
58,078
+16,574
+40% +$148K ﹤0.01% 3710
2016
Q3 		$369K Sell
41,504
-12,480
-23% -$96K ﹤0.01% 3505
2016
Q2 		$335K Sell
53,984
-47,220
-47% -$322K ﹤0.01% 3574
2016
Q1 		$743K Buy
101,204
+22,260
+28% +$137K ﹤0.01% 3188
2015
Q4 		$437K Sell
78,944
-12,480
-14% -$50.3K ﹤0.01% 3436
2015
Q3 		$353K Sell
91,424
-8,320
-8% -$29.7K ﹤0.01% 3543
2015
Q2 		$354K Sell
99,744
-8,320
-8% -$33.3K ﹤0.01% 3671
2015
Q1 		$475K Sell
108,064
-8,320
-7% -$32.3K ﹤0.01% 3550
2014
Q4 		$446K Sell
116,384
-8,320
-7% -$32.1K ﹤0.01% 3717
2014
Q3 		$514K Sell
124,704
-12,480
-9% -$44.3K ﹤0.01% 3652
2014
Q2 		$458K Sell
137,184
-8,320
-6% -$26.5K ﹤0.01% 3149
2014
Q1 		$452K Sell
145,504
-4,160
-3% -$12.6K ﹤0.01% 3169
2013
Q4 		$403K Hold
149,664
– – ﹤0.01% 3575
2013
Q3 		$304K Buy
+149,664
New +$342K ﹤0.01% 3868

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase's IESC Position: Q2 2026 in Review

JP Morgan Chase increased its IES Holdings (IESC) stake by 16% in Q2 2026, buying an estimated $2.25M and bringing the position to 50,842 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

JP Morgan Chase first reported a position in IESC in Q3 2013 and has held it in 51 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • JP Morgan Chase held 50,842 shares of IES Holdings worth $18.7M as of Q2 2026.
  • JP Morgan Chase bought 6,970 IES Holdings shares in Q2 2026, an estimated $2.25M.
  • IES Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2273 holding.
  • JP Morgan Chase first reported a position in IES Holdings in Q3 2013 and has held it in 51 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.