JP Morgan Chase
CION icon

JP Morgan Chase’s CION Investment CION Stock Holding History

JP Morgan Chase’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.89K Hold
1,578
– – ﹤0.01% 6918
2026
Q1 		$10.7K Sell
1,578
-169,782
-99% -$1.43M ﹤0.01% 6719
2025
Q4 		$1.66M Buy
171,360
+142,830
+501% +$1.38M ﹤0.01% 4234
2025
Q3 		$270K Buy
28,530
+14,515
+104% +$147K ﹤0.01% 5351
2025
Q2 		$134K Sell
14,015
-40,698
-74% -$387K ﹤0.01% 5466
2025
Q1 		$566K Buy
54,713
+48,251
+747% +$560K ﹤0.01% 4689
2024
Q4 		$73.7K Sell
6,462
-13,026
-67% -$152K ﹤0.01% 5875
2024
Q3 		$232K Buy
19,488
+10,129
+108% +$122K ﹤0.01% 5340
2024
Q2 		$113K Sell
9,359
-23,359
-71% -$276K ﹤0.01% 5448
2024
Q1 		$360K Buy
32,718
+31,138
+1,971% +$343K ﹤0.01% 5006
2023
Q4 		$17.9K Buy
1,580
+1
+0.1% +$11 ﹤0.01% 6272
2023
Q3 		$16.7K Sell
1,579
-2,823
-64% -$30.6K ﹤0.01% 6110
2023
Q2 		$45.7K Sell
4,402
-32,071
-88% -$316K ﹤0.01% 5741
2023
Q1 		$360K Sell
36,473
-5,079
-12% -$53.2K ﹤0.01% 4698
2022
Q4 		$405K Buy
41,552
+38,197
+1,139% +$371K ﹤0.01% 4649
2022
Q3 		$29K Buy
+3,355
New +$31.5K ﹤0.01% 5701
2022
Q2 		– Sell
-49,502
Closed -$733K – 6505
2022
Q1 		$733K Buy
+49,502
New +$641K ﹤0.01% 4464

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase's CION Position: Q2 2026 in Review

JP Morgan Chase held its CION Investment (CION) position steady in Q2 2026 at 1,578 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #6918.

JP Morgan Chase first reported a position in CION in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.66M in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • JP Morgan Chase held 1,578 shares of CION Investment worth $9.89K as of Q2 2026.
  • JP Morgan Chase left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6918 holding.
  • JP Morgan Chase first reported a position in CION Investment in Q1 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's CION Investment position peaked at $1.66M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.