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MJP Associates’s Interactive Brokers IBKR Stock Holding History

MJP Associates’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Buy
+2,917
New +$243K 0.03% 189
2025
Q4 		– Sell
-2,916
Closed -$201K – 255
2025
Q3 		$201K Buy
+2,916
New +$183K 0.03% 246
2024
Q3 		– Sell
-11,500
Closed -$353K – 233
2024
Q2 		$353K Buy
11,500
+752
+7% +$22.4K 0.07% 155
2024
Q1 		$300K Buy
+10,748
New +$268K 0.07% 169
2023
Q3 		– Sell
-10,344
Closed -$215K – 181
2023
Q2 		$215K Buy
+10,344
New +$204K 0.07% 145

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MJP Associates's IBKR Position: Q2 2026 in Review

MJP Associates opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,917 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: MJP Associates previously reported a position in IBKR as recently as Q3 2025.

MJP Associates first reported a position in IBKR in Q2 2023 and has held it in 5 quarters since. The position peaked at $353K in Q2 2024. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • MJP Associates held 2,917 shares of Interactive Brokers worth $254K as of Q2 2026.
  • Interactive Brokers was a new MJP Associates position in Q2 2026.
  • Interactive Brokers made up 0.03% of MJP Associates's portfolio in Q2 2026, its #189 holding.
  • MJP Associates first reported a position in Interactive Brokers in Q2 2023 and has held it in 5 quarters since.
  • MJP Associates's Interactive Brokers position peaked at $353K in Q2 2024.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.