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
2025 Q3	$12.7M	Sell
2025 Q2	$12.3M	Buy
2025 Q1	$8.41M	Buy
2024 Q4	$7.73M	Sell
2024 Q3	$6.87M	Buy
2024 Q2	$6.45M	Buy
2024 Q1	$4.41M	Buy
2023 Q4	$1.94M	Buy
2022 Q4	$2.05M	Sell
2022 Q3	$1.76M	Buy