IRONWOOD INVESTMENT MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1127761 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,032,398

+$104,618 QoQ

Shares Held

3,154

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#3,608

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IRONWOOD INVESTMENT MANAGEMENT LLC holds $6,740,594 across 4 Banks - Diversified names. JPM ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	33,462	$4,683,341
2	JPM	Jpmorgan Chase & Co This page	3,154	$1,032,398
3	BNY	Bank of New York Mellon Corp	4,847	$700,924
4	BAC	Bank Of America Corp /De/	5,685	$323,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,032,398	3,154	0.0%	Shares	Sole	2026-08-14
2026-03-31	$927,780	3,154	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,016,281	3,154	0.0%	Shares	Sole	2026-02-12
2025-09-30	$994,866	3,154	0.0%	Shares	Sole	2025-11-13
2025-06-30	$914,376	3,154	0.0%	Shares	Sole	2025-08-13
2025-03-31	$773,676	3,154	-20.2%	Shares	Sole	2025-05-15
2024-12-31	$947,813	3,954	0.0%	Shares	Sole	2025-02-10
2024-09-30	$833,740	3,954	0.0%	Shares	Sole	2024-11-14
2024-06-30	$799,736	3,954	-59.5%	Shares	Sole	2024-08-16
2024-03-31	$1,953,726	9,754	+32.9%	Shares	Sole	2024-05-15
2023-12-31	$1,248,193	7,338	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,064,156	7,338	0.0%	Shares	Sole	2023-11-16
2023-06-30	$1,067,238	7,338	0.0%	Shares	Sole	2023-08-11
2023-03-31	$956,214	7,338	0.0%	Shares	Sole	2023-05-15
2022-12-31	$984,025	7,338	-6.5%	Shares	Sole	2023-01-31
2022-09-30	$820,116	7,848	0.0%	Shares	Sole	2022-11-14
2022-06-30	$883,763	7,848	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,069,839	7,848	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,242,730	7,848	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,284,639	7,848	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,220,677	7,848	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,194,701	7,848	0.0%	Shares	Sole	2021-05-14
2020-12-31	$997,245	7,848	0.0%	Shares	Sole	2021-02-12
2020-09-30	$755,526	7,848	0.0%	Shares	Sole	2020-11-13
2020-06-30	$738,182	7,848	-3.1%	Shares	Sole	2020-08-17
2020-03-31	$729,062	8,098	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.