IWP
JPM icon

Icon Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$1.14M Sell
7,878
-3,831
-33% -$574K 0.13% 114
2023
Q2 		$1.7M Sell
11,709
-3,479
-23% -$478K 0.18% 97
2023
Q1 		$1.98M Buy
+15,188
New +$2.08M 0.22% 97
2022
Q2 		$3.53M Sell
31,371
-29,067
-48% -$3.6M 0.42% 61
2022
Q1 		$8.24M Buy
60,438
+4,317
+8% +$637K 0.82% 22
2021
Q4 		$8.89M Sell
56,121
-3,951
-7% -$649K 0.89% 24
2021
Q3 		$9.83M Buy
60,072
+295
+0.5% +$46.2K 1.04% 20
2021
Q2 		$9.3M Buy
59,777
+4,734
+9% +$743K 1% 21
2021
Q1 		$8.38M Buy
55,043
+13,523
+33% +$1.95M 1.05% 19
2020
Q4 		$5.28M Buy
41,520
+4,467
+12% +$499K 0.83% 26
2020
Q3 		$3.57M Buy
37,053
+17,635
+91% +$1.73M 0.69% 35
2020
Q2 		$1.83M Buy
19,418
+13,178
+211% +$1.25M 0.44% 41
2020
Q1 		$562K Buy
6,240
+1,254
+25% +$152K 0.22% 56
2019
Q4 		$695K Buy
4,986
+99
+2% +$12.7K 0.22% 57
2019
Q3 		$575K Buy
4,887
+241
+5% +$27.3K 0.2% 61
2019
Q2 		$519K Buy
4,646
+383
+9% +$42.2K 0.18% 63
2019
Q1 		$432K Sell
4,263
-969
-19% -$99.8K 0.16% 78
2018
Q4 		$511K Sell
5,232
-26
-0.5% -$2.77K 0.25% 63
2018
Q3 		$593K Sell
5,258
-1,063
-17% -$121K 0.25% 67
2018
Q2 		$659K Sell
6,321
-2,025
-24% -$222K 0.28% 59
2018
Q1 		$918K Sell
8,346
-1,777
-18% -$201K 0.49% 48
2017
Q4 		$1.08M Buy
+10,123
New +$1.02M 0.54% 41

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Icon Wealth Partners's JPM Position: Q3 2023 in Review

Icon Wealth Partners reduced its JPMorgan Chase (JPM) stake by 33% in Q3 2023, selling an estimated $574K and leaving 7,878 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #114.

Icon Wealth Partners first reported a position in JPM in Q4 2017 and has held it in 22 quarters since. The position peaked at $9.83M in Q3 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Icon Wealth Partners held 7,878 shares of JPMorgan Chase worth $1.14M as of Q3 2023.
  • Icon Wealth Partners sold 3,831 JPMorgan Chase shares in Q3 2023, an estimated $574K.
  • JPMorgan Chase made up 0.13% of Icon Wealth Partners's portfolio in Q3 2023, its #114 holding.
  • Icon Wealth Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's JPMorgan Chase position peaked at $9.83M in Q3 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.