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Livermore
Livermore
ZHEN

IronBridge Private Wealth, LLC

SEC CIK
0001850996
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by IronBridge Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,656
Value
$542.1K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of JPM by IronBridge Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,656$542.1K0.2%+7+0.4%AddedHolders
Q1 20261,649$485.0K0.2%−25−1.5%ReducedHolders
Q4 20251,674$539.4K0.2%00.0%UnchangedHolders
Q3 20251,674$528.0K0.2%+7+0.4%AddedHolders
Q2 20251,667$483.2K0.2%−107−6.0%ReducedHolders
Q1 20251,774$435.1K0.2%−20−1.1%ReducedHolders
Q4 20241,794$429.9K0.2%+9+0.5%AddedHolders
Q3 20241,785$376.4K0.1%+36+2.1%AddedHolders
Q2 20241,749$353.7K0.1%+9+0.5%AddedHolders
Q1 20241,740$348.4K0.1%−54−3.0%ReducedHolders
Q4 20231,794$305.2K0.1%+146+8.9%AddedHolders
Q3 20231,648$239.1K0.1%+65+4.1%AddedHolders
Q2 20231,583$230.3K0.1%+11+0.7%AddedHolders
Q1 20231,572$204.9K0.1%−552−26.0%ReducedHolders
Q4 20222,124$284.8K0.2%−8,120−79.3%ReducedHolders
Q3 202210,244$1.07M0.9%+10,244NewHolders
Q2 20220$00.0%−1,621−100.0%Sold outHolders
Q1 20221,621$221.0K0.1%−581−26.4%ReducedHolders
Q4 20212,202$349.0K0.2%+10+0.5%AddedHolders
Q3 20212,192$359.0K0.2%+9+0.4%AddedHolders
Q2 20212,183$340.0K0.2%+10+0.5%AddedHolders
Q1 20212,173$331.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.