JP Morgan Chase’s Iron Mountain IRM Stock Holding History

JP Morgan Chase’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,300	Closed	-$104K	–	7563
2024 Q1	$104K	Buy	+1,300	New	+$94.1K	﹤0.01%	5653
2023 Q3	–	Sell	-1,200	Closed	-$68.2K	–	7591
2023 Q2	$68.2K	Buy	+1,200	New	+$65.7K	﹤0.01%	5630
2021 Q4	–	Sell	-1,600	Closed	-$70K	–	6798
2021 Q3	$70K	Buy	1,600 +900	+129%	+$40.5K	﹤0.01%	5727
2021 Q2	$30K	Buy	+700	New	+$29.4K	﹤0.01%	5860
2021 Q1	–	Sell	-3,200	Closed	-$94K	–	6196
2020 Q4	$94K	Sell	3,200 -7,800	-71%	-$216K	﹤0.01%	5011
2020 Q3	$294K	Buy	+11,000	New	+$313K	﹤0.01%	4203
2018 Q4	–	Sell	-3,900	Closed	-$135K	–	5795
2018 Q3	$135K	Buy	+3,900	New	+$139K	﹤0.01%	4840

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's IRM Position: Q1 2026 in Review

JP Morgan Chase increased its Iron Mountain (IRM) stake by 10% in Q1 2026, buying an estimated $19.4M and bringing the position to 2,123,358 shares worth $207M. The position accounts for 0.01% of the portfolio, ranked #683.

JP Morgan Chase first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $262M in Q2 2018. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

JP Morgan Chase held 2,123,358 shares of Iron Mountain worth $207M as of Q1 2026.
JP Morgan Chase bought 195,423 Iron Mountain shares in Q1 2026, an estimated $19.4M.
Iron Mountain made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #683 holding.
JP Morgan Chase first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Iron Mountain position peaked at $262M in Q2 2018.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.