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
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 $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

JP Morgan Chase's CION Position: Q1 2026 in Review

JP Morgan Chase reduced its CION Investment (CION) stake by 99% in Q1 2026, selling an estimated $1.43M and leaving 1,578 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6719.

JP Morgan Chase first reported a position in CION in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q4 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • JP Morgan Chase held 1,578 shares of CION Investment worth $10.7K as of Q1 2026.
  • JP Morgan Chase sold 169,782 CION Investment shares in Q1 2026, an estimated $1.43M.
  • CION Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6719 holding.
  • JP Morgan Chase first reported a position in CION Investment in Q1 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's CION Investment position peaked at $1.66M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.