Iconiq Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,062
+123
| +2% | +$35.7K | 0.03% | 67 |
|
|
2025
Q1 | $1.46M | Buy |
5,939
+12
| +0.2% | +$2.94K | 0.03% | 70 |
|
|
2024
Q4 | $1.42M | Buy |
5,927
+1,864
| +46% | +$447K | 0.02% | 70 |
|
|
2024
Q3 | $857K | Buy |
4,063
+1,706
| +72% | +$360K | 0.02% | 64 |
|
|
2024
Q2 | $477K | Buy |
+2,357
| New | +$477K | 0.01% | 61 |
|