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Wealth Advisors of Iowa’s JPMorgan Chase JPM Stock Holding History

Wealth Advisors of Iowa’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
3,550
+1
+0% +$311 0.31% 40
2026
Q1 		$1.04M Buy
3,549
+50
+1% +$15.2K 0.32% 36
2025
Q4 		$1.13M Buy
3,499
+323
+10% +$100K 0.37% 37
2025
Q3 		$1M Sell
3,176
-24
-0.8% -$7.14K 0.34% 36
2025
Q2 		$928K Buy
3,200
+101
+3% +$25.8K 0.35% 34
2025
Q1 		$760K Hold
3,099
– – 0.33% 37
2024
Q4 		$743K Buy
3,099
+231
+8% +$53.8K 0.37% 30
2024
Q3 		$605K Sell
2,868
-29
-1% -$6.11K 0.31% 33
2024
Q2 		$586K Sell
2,897
-39
-1% -$7.63K 0.33% 20
2024
Q1 		$588K Buy
2,936
+92
+3% +$16.6K 0.36% 28
2023
Q4 		$484K Buy
2,844
+153
+6% +$23.2K 0.32% 30
2023
Q3 		$390K Sell
2,691
-19
-0.7% -$2.85K 0.27% 34
2023
Q2 		$394K Sell
2,710
-177
-6% -$24.3K 0.29% 34
2023
Q1 		$376K Sell
2,887
-198
-6% -$27.1K 0.29% 32
2022
Q4 		$414K Buy
3,085
+2
+0.1% +$253 0.34% 34
2022
Q3 		$322K Buy
3,083
+60
+2% +$6.89K 0.3% 33
2022
Q2 		$340K Buy
3,023
+856
+40% +$106K 0.18% 40
2022
Q1 		$295K Buy
+2,167
New +$320K 0.15% 46
2021
Q4 		– Sell
-2,164
Closed -$354K – 61
2021
Q3 		$354K Sell
2,164
-257
-11% -$40.3K 0.19% 37
2021
Q2 		$377K Buy
2,421
+101
+4% +$15.9K 0.2% 34
2021
Q1 		$353K Buy
2,320
+1
+0% +$144 0.2% 36
2020
Q4 		$295K Buy
+2,319
New +$259K 0.18% 34
2020
Q2 		– Sell
-2,026
Closed -$182K – 30
2020
Q1 		$182K Buy
+2,026
New +$246K 0.14% 24

Other funds holding JPM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Advisors of Iowa's JPM Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $311 and bringing the position to 3,550 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #40.

Wealth Advisors of Iowa first reported a position in JPM in Q1 2020 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Advisors of Iowa held 3,550 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Wealth Advisors of Iowa bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.31% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #40 holding.
  • Wealth Advisors of Iowa first reported a position in JPMorgan Chase in Q1 2020 and has held it in 23 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.