JPMorgan Chase & Co. shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 40k | 315.43 |
| 2025-06-30 | $12M | 42k | 289.91 |
| 2025-03-31 | $8.4M | 34k | 245.30 |
| 2024-12-31 | $7.7M | 32k | 239.71 |
| 2024-09-30 | $6.9M | 33k | 210.86 |
| 2024-03-31 | $4.4M | 22k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2022-12-31 | $2.1M | 15k | 134.10 |
| 2022-09-30 | $1.8M | 17k | 104.53 |