Iconiq Capital’s JPMorgan Chase JPM Stock Holding History

Iconiq Capital’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 Q2	–	Sell	-778	Closed	-$229K	–	80
2026 Q1	$229K	Hold	778	–	–	0.01%	80
2025 Q4	$251K	Sell	778 -617	-44%	-$191K	﹤0.01%	81
2025 Q3	$440K	Sell	1,395 -4,667	-77%	-$1.39M	0.01%	76
2025 Q2	$1.76M	Buy	6,062 +123	+2%	+$31.4K	0.03%	67
2025 Q1	$1.46M	Buy	5,939 +12	+0.2%	+$3.06K	0.03%	70
2024 Q4	$1.42M	Buy	5,927 +1,864	+46%	+$434K	0.02%	70
2024 Q3	$857K	Buy	4,063 +1,706	+72%	+$359K	0.02%	64
2024 Q2	$477K	Buy	+2,357	New	+$461K	0.01%	61

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital's JPM Position: Q2 2026 in Review

Iconiq Capital sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 778 shares — an estimated $229K sold.

Iconiq Capital first reported a position in JPM in Q2 2024 and held it in 8 quarters. The position peaked at $1.76M in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Iconiq Capital reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Iconiq Capital sold 778 JPMorgan Chase shares in Q2 2026, an estimated $229K.
Iconiq Capital first reported a position in JPMorgan Chase in Q2 2024 and held it in 8 quarters.
Iconiq Capital's JPMorgan Chase position peaked at $1.76M in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.