IA
Icon Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Hold |
24,237
| – | – | 1.6% | 5 |
|
|
2025
Q1 | $5.95M | Hold |
24,237
| – | – | 1.39% | 11 |
|
|
2024
Q4 | $5.81M | Sell |
24,237
-1,150
| -5% | -$276K | 1.31% | 13 |
|
|
2024
Q3 | $5.35M | Hold |
25,387
| – | – | 1.12% | 16 |
|
|
2024
Q2 | $5.22M | Sell |
25,387
-2,200
| -8% | -$452K | 1.17% | 15 |
|
|
2024
Q1 | $5.49M | Hold |
27,587
| – | – | 1.19% | 11 |
|
|
2023
Q4 | $4.69M | Hold |
27,587
| – | – | 1.07% | 22 |
|
|
2023
Q3 | $4M | Hold |
27,587
| – | – | 0.99% | 26 |
|
|
2023
Q2 | $4.01M | Hold |
27,587
| – | – | 1.02% | 26 |
|
|
2023
Q1 | $3.59M | Hold |
27,587
| – | – | 0.91% | 35 |
|
|
2022
Q4 | $3.7M | Sell |
27,587
-9,300
| -25% | -$1.25M | 0.95% | 35 |
|
|
2022
Q3 | $3.86M | Sell |
36,887
-18,053
| -33% | -$1.89M | 1.05% | 28 |
|
|
2022
Q2 | $6.19M | Hold |
54,940
| – | – | 1.43% | 14 |
|
|
2022
Q1 | $7.49M | Sell |
54,940
-14,355
| -21% | -$1.96M | 1.28% | 16 |
|
|
2021
Q4 | $11M | Hold |
69,295
| – | – | 1.76% | 8 |
|
|
2021
Q3 | $11.3M | Sell |
69,295
-700
| -1% | -$115K | 1.92% | 8 |
|
|
2021
Q2 | $10.9M | Hold |
69,995
| – | – | 1.78% | 9 |
|
|
2021
Q1 | $10.7M | Buy |
69,995
+900
| +1% | +$137K | 1.67% | 10 |
|
|
2020
Q4 | $8.78M | Buy |
69,095
+26,987
| +64% | +$3.43M | 1.59% | 11 |
|
|
2020
Q3 | $4.05M | Sell |
42,108
-20,700
| -33% | -$1.99M | 0.8% | 38 |
|
|
2020
Q2 | $5.91M | Sell |
62,808
-35,720
| -36% | -$3.36M | 1.16% | 16 |
|
|
2020
Q1 | $8.87M | Buy |
98,528
+1,000
| +1% | +$90K | 1.94% | 6 |
|
|
2019
Q4 | $13.6M | Hold |
97,528
| – | – | 1.94% | 3 |
|
|
2019
Q3 | $11.5M | Sell |
97,528
-117,804
| -55% | -$13.9M | 1.69% | 4 |
|
|
2019
Q2 | $24.1M | Hold |
215,332
| – | – | 2.26% | 3 |
|
|
2019
Q1 | $21.8M | Hold |
215,332
| – | – | 2.19% | 6 |
|
|
2018
Q4 | $21M | Sell |
215,332
-2,100
| -1% | -$205K | 2.21% | 4 |
|
|
2018
Q3 | $24.5M | Sell |
217,432
-24,018
| -10% | -$2.71M | 2.08% | 5 |
|
|
2018
Q2 | $25.2M | Buy |
241,450
+1,755
| +0.7% | +$183K | 1.9% | 4 |
|
|
2018
Q1 | $26.4M | Sell |
239,695
-2,300
| -1% | -$253K | 1.99% | 3 |
|
|
2017
Q4 | $25.9M | Buy |
241,995
+166,835
| +222% | +$17.8M | 1.79% | 3 |
|
|
2017
Q3 | $7.18M | Buy |
75,160
+10,560
| +16% | +$1.01M | 0.5% | 61 |
|
|
2017
Q2 | $5.9M | Buy |
64,600
+21,300
| +49% | +$1.95M | 0.41% | 82 |
|
|
2017
Q1 | $3.8M | Hold |
43,300
| – | – | 0.26% | 120 |
|
|
2016
Q4 | $3.74M | Sell |
43,300
-37,000
| -46% | -$3.19M | 0.25% | 128 |
|
|
2016
Q3 | $5.35M | Sell |
80,300
-13,200
| -14% | -$879K | 0.35% | 102 |
|
|
2016
Q2 | $5.81M | Sell |
93,500
-39,000
| -29% | -$2.42M | 0.39% | 95 |
|
|
2016
Q1 | $7.85M | Buy |
132,500
+700
| +0.5% | +$41.5K | 0.56% | 64 |
|
|
2015
Q4 | $8.7M | Sell |
131,800
-1,300
| -1% | -$85.8K | 0.6% | 56 |
|
|
2015
Q3 | $8.12M | Buy |
133,100
+75,000
| +129% | +$4.57M | 0.56% | 59 |
|
|
2015
Q2 | $3.94M | Buy |
58,100
+8,700
| +18% | +$590K | 0.25% | 118 |
|
|
2015
Q1 | $2.99M | Buy |
49,400
+17,200
| +53% | +$1.04M | 0.18% | 129 |
|
|
2014
Q4 | $2.02M | Buy |
32,200
+3,300
| +11% | +$207K | 0.12% | 160 |
|
|
2014
Q3 | $1.74M | Buy |
28,900
+22,400
| +345% | +$1.35M | 0.1% | 156 |
|
|
2014
Q2 | $375K | Buy |
+6,500
| New | +$375K | 0.02% | 299 |
|
|
2013
Q4 | – | Sell |
-23,300
| Closed | -$1.2M | – | 321 |
|
|
2013
Q3 | $1.2M | Sell |
23,300
-84,090
| -78% | -$4.35M | 0.09% | 181 |
|
|
2013
Q2 | $5.67M | Buy |
+107,390
| New | +$5.67M | 0.44% | 53 |
|