JPMorgan Chase & Co. shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 7.9k | 145.01 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $2.0M | 15k | 130.31 |
| 2022-06-30 | $3.5M | 31k | 112.62 |
| 2022-03-31 | $8.2M | 60k | 136.32 |
| 2021-12-31 | $8.9M | 56k | 158.35 |
| 2021-09-30 | $9.8M | 60k | 163.69 |
| 2021-06-30 | $9.3M | 60k | 155.54 |
| 2021-03-31 | $8.4M | 55k | 152.23 |
| 2020-12-31 | $5.3M | 42k | 127.07 |
| 2020-09-30 | $3.6M | 37k | 96.27 |
| 2020-06-30 | $1.8M | 19k | 94.04 |
| 2020-03-31 | $562k | 6.2k | 90.06 |
| 2019-12-31 | $695k | 5.0k | 139.39 |
| 2019-09-30 | $575k | 4.9k | 117.66 |
| 2019-06-30 | $519k | 4.6k | 111.71 |
| 2019-03-31 | $432k | 4.3k | 101.34 |
| 2018-12-31 | $511k | 5.2k | 97.67 |
| 2018-09-30 | $593k | 5.3k | 112.78 |
| 2018-06-30 | $659k | 6.3k | 104.26 |
| 2018-03-31 | $918k | 8.3k | 109.99 |
| 2017-12-31 | $1.1M | 10k | 106.98 |