Icon Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
42,299
+8,016
| +23% | +$2.32M | 0.87% | 25 |
|
|
2025
Q1 | $8.41M | Buy |
34,283
+2,036
| +6% | +$499K | 0.69% | 32 |
|
|
2024
Q4 | $7.73M | Sell |
32,247
-324
| -1% | -$77.7K | 0.64% | 32 |
|
|
2024
Q3 | $6.87M | Buy |
32,571
+2,242
| +7% | +$473K | 0.57% | 33 |
|
|
2024
Q2 | $6.45M | Buy |
30,329
+8,335
| +38% | +$1.77M | 0.57% | 34 |
|
|
2024
Q1 | $4.41M | Buy |
21,994
+10,615
| +93% | +$2.13M | 0.41% | 50 |
|
|
2023
Q4 | $1.94M | Buy |
+11,379
| New | +$1.94M | 0.2% | 92 |
|
|
2022
Q4 | $2.05M | Sell |
15,318
-1,500
| -9% | -$201K | 0.24% | 94 |
|
|
2022
Q3 | $1.76M | Buy |
+16,818
| New | +$1.76M | 0.21% | 99 |
|