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ICW Investment Advisors’s JPMorgan Chase JPM Stock Holding History

ICW Investment Advisors’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 		$879K Buy
2,685
+2
+0.1% +$621 0.31% 98
2026
Q1 		$789K Buy
2,683
+6
+0.2% +$1.82K 0.29% 104
2025
Q4 		$863K Buy
2,677
+1
+0% +$310 0.31% 97
2025
Q3 		$844K Buy
2,676
+97
+4% +$28.8K 0.3% 106
2025
Q2 		$748K Buy
2,579
+1
+0% +$255 0.3% 107
2025
Q1 		$632K Buy
2,578
+2
+0.1% +$510 0.26% 111
2024
Q4 		$618K Buy
2,576
+2
+0.1% +$466 0.26% 112
2024
Q3 		$543K Buy
2,574
+1
+0% +$211 0.23% 115
2024
Q2 		$520K Buy
2,573
+1
+0% +$196 0.24% 114
2024
Q1 		$515K Buy
2,572
+3
+0.1% +$541 0.23% 115
2023
Q4 		$437K Buy
2,569
+19
+0.7% +$2.88K 0.21% 117
2023
Q3 		$370K Buy
2,550
+202
+9% +$30.3K 0.2% 118
2023
Q2 		$341K Buy
2,348
+2
+0.1% +$275 0.18% 117
2023
Q1 		$306K Buy
2,346
+26
+1% +$3.56K 0.17% 120
2022
Q4 		$311K Buy
2,320
+1
+0% +$127 0.19% 116
2022
Q3 		$242K Buy
2,319
+1
+0% +$115 0.16% 122
2022
Q2 		$261K Buy
2,318
+2
+0.1% +$248 0.17% 124
2022
Q1 		$316K Buy
2,316
+81
+4% +$12K 0.18% 120
2021
Q4 		$354K Buy
2,235
+1
+0% +$164 0.2% 118
2021
Q3 		$366K Buy
2,234
+1
+0% +$157 0.24% 112
2021
Q2 		$347K Buy
2,233
+1
+0% +$157 0.23% 115
2021
Q1 		$340K Buy
2,232
+1
+0% +$144 0.23% 116
2020
Q4 		$280K Buy
2,231
+1
+0% +$112 0.2% 117
2020
Q3 		$215K Buy
2,230
+2
+0.1% +$196 0.16% 123
2020
Q2 		$210K Sell
2,228
-165
-7% -$15.7K 0.17% 121
2020
Q1 		$215K Buy
2,393
+2
+0.1% +$243 0.2% 114
2019
Q4 		$333K Buy
+2,391
New +$307K 0.27% 102

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ICW Investment Advisors's JPM Position: Q2 2026 in Review

ICW Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $621 and bringing the position to 2,685 shares worth $879K. The position accounts for 0.31% of the portfolio, ranked #98.

ICW Investment Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ICW Investment Advisors held 2,685 shares of JPMorgan Chase worth $879K as of Q2 2026.
  • ICW Investment Advisors bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.31% of ICW Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • ICW Investment Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.