Icon Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.14M | Sell |
7,878
-3,831
| -33% | -$556K | 0.13% | 114 |
|
|
2023
Q2 | $1.7M | Sell |
11,709
-3,479
| -23% | -$506K | 0.18% | 97 |
|
|
2023
Q1 | $1.98M | Buy |
+15,188
| New | +$1.98M | 0.22% | 97 |
|
|
2022
Q2 | $3.53M | Sell |
31,371
-29,067
| -48% | -$3.27M | 0.42% | 61 |
|
|
2022
Q1 | $8.24M | Buy |
60,438
+4,317
| +8% | +$589K | 0.82% | 22 |
|
|
2021
Q4 | $8.89M | Sell |
56,121
-3,951
| -7% | -$626K | 0.89% | 24 |
|
|
2021
Q3 | $9.83M | Buy |
60,072
+295
| +0.5% | +$48.3K | 1.04% | 20 |
|
|
2021
Q2 | $9.3M | Buy |
59,777
+4,734
| +9% | +$736K | 1% | 21 |
|
|
2021
Q1 | $8.38M | Buy |
55,043
+13,523
| +33% | +$2.06M | 1.05% | 19 |
|
|
2020
Q4 | $5.28M | Buy |
41,520
+4,467
| +12% | +$568K | 0.83% | 26 |
|
|
2020
Q3 | $3.57M | Buy |
37,053
+17,635
| +91% | +$1.7M | 0.69% | 35 |
|
|
2020
Q2 | $1.83M | Buy |
19,418
+13,178
| +211% | +$1.24M | 0.44% | 41 |
|
|
2020
Q1 | $562K | Buy |
6,240
+1,254
| +25% | +$113K | 0.22% | 56 |
|
|
2019
Q4 | $695K | Buy |
4,986
+99
| +2% | +$13.8K | 0.22% | 57 |
|
|
2019
Q3 | $575K | Buy |
4,887
+241
| +5% | +$28.4K | 0.2% | 61 |
|
|
2019
Q2 | $519K | Buy |
4,646
+383
| +9% | +$42.8K | 0.18% | 63 |
|
|
2019
Q1 | $432K | Sell |
4,263
-969
| -19% | -$98.2K | 0.16% | 78 |
|
|
2018
Q4 | $511K | Sell |
5,232
-26
| -0.5% | -$2.54K | 0.25% | 63 |
|
|
2018
Q3 | $593K | Sell |
5,258
-1,063
| -17% | -$120K | 0.25% | 67 |
|
|
2018
Q2 | $659K | Sell |
6,321
-2,025
| -24% | -$211K | 0.28% | 59 |
|
|
2018
Q1 | $918K | Sell |
8,346
-1,777
| -18% | -$195K | 0.49% | 48 |
|
|
2017
Q4 | $1.08M | Buy |
+10,123
| New | +$1.08M | 0.54% | 41 |
|