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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icon Wealth Advisors's JPM Position: Q1 2026 in Review

Icon Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2026, selling an estimated $1.81M and leaving 34,424 shares worth $10.6M. The position accounts for 0.69% of the portfolio, ranked #35.

Icon Wealth Advisors first reported a position in JPM in Q3 2022 and has held it in 12 quarters since. The position peaked at $13M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Icon Wealth Advisors held 34,424 shares of JPMorgan Chase worth $10.6M as of Q1 2026.
Icon Wealth Advisors sold 5,978 JPMorgan Chase shares in Q1 2026, an estimated $1.81M.
JPMorgan Chase made up 0.69% of Icon Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Icon Wealth Advisors first reported a position in JPMorgan Chase in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's JPMorgan Chase position peaked at $13M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.