Icon Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Hold |
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|
2025
Q1 | $5.95M | Hold |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $5.35M | Hold |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $5.49M | Hold |
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|
2023
Q4 | $4.69M | Hold |
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|
2023
Q3 | $4M | Hold |
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|
2023
Q2 | $4.01M | Hold |
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|
2023
Q1 | $3.59M | Hold |
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|
2022
Q4 | $3.7M | Sell |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $6.19M | Hold |
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|
2022
Q1 | $7.49M | Sell |
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|
2021
Q4 | $11M | Hold |
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|
2021
Q3 | $11.3M | Sell |
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|
2021
Q2 | $10.9M | Hold |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.78M | Buy |
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|
2020
Q3 | $4.05M | Sell |
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|
2020
Q2 | $5.91M | Sell |
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|
2020
Q1 | $8.87M | Buy |
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|
2019
Q4 | $13.6M | Hold |
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|
2019
Q3 | $11.5M | Sell |
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|
2019
Q2 | $24.1M | Hold |
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|
2019
Q1 | $21.8M | Hold |
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|
2018
Q4 | $21M | Sell |
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|
2018
Q3 | $24.5M | Sell |
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|
2018
Q2 | $25.2M | Buy |
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|
2018
Q1 | $26.4M | Sell |
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|
2017
Q4 | $25.9M | Buy |
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|
2017
Q3 | $7.18M | Buy |
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|
2017
Q2 | $5.9M | Buy |
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|
2017
Q1 | $3.8M | Hold |
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|
2016
Q4 | $3.74M | Sell |
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|
2016
Q3 | $5.35M | Sell |
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|
2016
Q2 | $5.81M | Sell |
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|
2016
Q1 | $7.85M | Buy |
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|
2015
Q4 | $8.7M | Sell |
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|
2015
Q3 | $8.12M | Buy |
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|
2015
Q2 | $3.94M | Buy |
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|
2015
Q1 | $2.99M | Buy |
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|
2014
Q4 | $2.02M | Buy |
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|
2014
Q3 | $1.74M | Buy |
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|
2014
Q2 | $375K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.2M | Sell |
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|
2013
Q2 | $5.67M | Buy |
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