SEC 13F Intelligence

Ironwood Investment Counsel, LLC / JPM

Ironwood Investment Counsel, LLC’s Jpmorgan Chase & Co Position

Does Ironwood Investment Counsel, LLC own Jpmorgan Chase & Co (JPM)? Yes — 28.7K shares worth $8M (+1.22% of its 13F portfolio) as of Q1 2026, down from 29.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
28.7K
% of Portfolio
+1.22%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $699,000Q4 ’18Q1 ’19: $678,000Q2 ’19: $857,000Q3 ’19: $887,000Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $207,889Q4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.7K$8M+1.22%
Q4 202529.2K$9M+1.31%
Q3 202529.4K$9M+1.35%
Q2 202530.0K$9M+1.34%
Q1 202526.9K$7M+1.14%
Q4 202426.5K$6M+1.09%
Q3 202426.6K$6M+0.93%
Q2 202427.0K$5M+0.98%
Q1 202427.5K$6M+0.96%
Q4 202328.1K$5M+0.89%
Q3 202328.0K$207,889+0.04%
Q2 202324.1K$4M+0.79%
Q1 202323.3K$3M+0.72%
Q4 202221.8K$3M+0.71%
Q3 202220.6K$2M+0.62%
Q2 202219.3K$2M+0.61%
Q1 202218.1K$2M+0.61%
Q4 202117.8K$3M+0.64%
Q3 202117.5K$3M+0.73%
Q2 202116.3K$3M+0.67%
Q1 202115.5K$2M+0.68%
Q4 202017.3K$2M+0.50%
Q3 202015.7K$2M+0.41%
Q2 202013.2K$1M+0.38%
Q1 202012.2K$1M+0.43%
Q4 20198.4K$1M+0.40%
Q3 20197.5K$887,000+0.33%
Q2 20197.7K$857,000+0.33%
Q1 20196.7K$678,000+0.27%
Q4 20187.2K$699,000+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ironwood Investment Counsel, LLC’s full portfolio or all institutional holders of JPM.