Icon Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q2 | $3.53M | Sell |
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|
2022
Q1 | $8.24M | Buy |
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|
2021
Q4 | $8.89M | Sell |
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|
2021
Q3 | $9.83M | Buy |
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|
2021
Q2 | $9.3M | Buy |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | $5.28M | Buy |
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|
2020
Q3 | $3.57M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $562K | Buy |
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|
2019
Q4 | $695K | Buy |
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|
2019
Q3 | $575K | Buy |
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|
2019
Q2 | $519K | Buy |
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|
2019
Q1 | $432K | Sell |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $593K | Sell |
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|
2018
Q2 | $659K | Sell |
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|
2018
Q1 | $918K | Sell |
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|
2017
Q4 | $1.08M | Buy |
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