Skip to content
Disclosery

Ironwood Financial, llc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Financial, llc on JPM, newest first. How the timeline and the estimate are built.

Ironwood Financial, llc held 15,656 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,656 shares
    Change vs previous 13F +62 shares

    0.82% of the 13F portfolio, value $5,237,523.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,594 shares
    Change vs previous 13F +12 shares

    0.8% of the 13F portfolio, value $4,586,988.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,582 shares
    Change vs previous 13F +2 shares

    0.86% of the 13F portfolio, value $5,056,320.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,580 shares
    Change vs previous 13F +180 shares

    0.87% of the 13F portfolio, value $4,914,513.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,400 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,777,709.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,400 shares
    Change vs previous 13F +107 shares

    0.81% of the 13F portfolio, value $3,777,709.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,293 shares
    Change vs previous 13F -8 shares

    0.77% of the 13F portfolio, value $3,665,972.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,301 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,226,328.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).