Icon Wealth Advisors
JPM icon

Icon Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Icon Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.6M Sell
38,199
-1,409
-4% -$493K 0.75% 29
2026
Q2 		$13M Buy
39,608
+5,184
+15% +$1.61M 0.78% 30
2026
Q1 		$10.6M Sell
34,424
-5,978
-15% -$1.81M 0.69% 35
2025
Q4 		$13M Buy
40,402
+28
+0.1% +$8.67K 0.86% 29
2025
Q3 		$12.7M Sell
40,374
-1,925
-5% -$573K 0.86% 28
2025
Q2 		$12.3M Buy
42,299
+8,016
+23% +$2.05M 0.87% 25
2025
Q1 		$8.41M Buy
34,283
+2,036
+6% +$519K 0.69% 32
2024
Q4 		$7.73M Sell
32,247
-324
-1% -$75.5K 0.64% 32
2024
Q3 		$6.87M Buy
32,571
+2,242
+7% +$472K 0.57% 33
2024
Q2 		$6.45M Buy
30,329
+8,335
+38% +$1.63M 0.57% 34
2024
Q1 		$4.41M Buy
21,994
+10,615
+93% +$1.92M 0.41% 50
2023
Q4 		$1.94M Buy
+11,379
New +$1.72M 0.2% 92
2022
Q4 		$2.05M Sell
15,318
-1,500
-9% -$190K 0.24% 94
2022
Q3 		$1.76M Buy
+16,818
New +$1.93M 0.21% 99

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Icon Wealth Advisors's JPM Position: Q3 2026 in Review

Icon Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, selling an estimated $493K and leaving 38,199 shares worth $12.6M. The position accounts for 0.75% of the portfolio, ranked #29.

Icon Wealth Advisors first reported a position in JPM in Q3 2022 and has held it in 14 quarters since. The position peaked at $13M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Icon Wealth Advisors held 38,199 shares of JPMorgan Chase worth $12.6M as of Q3 2026.
  • Icon Wealth Advisors sold 1,409 JPMorgan Chase shares in Q3 2026, an estimated $493K.
  • JPMorgan Chase made up 0.75% of Icon Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Icon Wealth Advisors first reported a position in JPMorgan Chase in Q3 2022 and has held it in 14 quarters since.
  • Icon Wealth Advisors's JPMorgan Chase position peaked at $13M in Q2 2026.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.