SEC 13F Intelligence

Iams Wealth Management, LLC / JPM

Iams Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Iams Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 12.8K shares worth $4M (+1.26% of its 13F portfolio) as of Q2 2026, up from 12.2K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
12.8K
% of Portfolio
+1.26%
Quarters Held
12
currently held

Position History JPM

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $4MQ1 ’26Q2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202612.8K$4M+1.26%
Q1 202612.2K$4M+1.26%
Q4 202510.5K$3M+1.22%
Q3 202510.2K$3M+1.30%
Q2 202510.8K$3M+1.44%
Q1 202511.6K$3M+1.30%
Q4 202411.9K$3M+1.30%
Q3 202411.7K$2M+1.21%
Q2 202411.3K$2M+1.26%
Q1 202410.8K$2M+1.22%
Q4 202311.7K$2M+1.29%
Q3 202312.5K$2M+1.25%

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