IWA
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Icon Wealth Advisors's JPM Position: Q2 2026 in Review

Icon Wealth Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $1.61M and bringing the position to 39,608 shares worth $13M. The position accounts for 0.78% of the portfolio, ranked #30.

Icon Wealth Advisors first reported a position in JPM in Q3 2022 and has held it in 13 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Icon Wealth Advisors held 39,608 shares of JPMorgan Chase worth $13M as of Q2 2026.
  • Icon Wealth Advisors bought 5,184 JPMorgan Chase shares in Q2 2026, an estimated $1.61M.
  • JPMorgan Chase made up 0.78% of Icon Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Icon Wealth Advisors first reported a position in JPMorgan Chase in Q3 2022 and has held it in 13 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.