A detailed history of Icon Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 30,329 shares of JPM stock, worth $6.76 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
30,329
Previous 21,994 37.9%
Holding current value
$6.76 Million
Previous $4.41 Million 39.25%
% of portfolio
0.53%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $1.5 Million - $1.71 Million
8,335 Added 37.9%
30,329 $6.13 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $1.77 Million - $2.13 Million
10,615 Added 93.29%
21,994 $4.41 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $534,482 - $670,811
-3,939 Reduced 25.71%
11,379 $1.94 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $152,940 - $206,760
-1,500 Reduced 8.92%
15,318 $2.05 Million
Q3 2022

Jan 25, 2023

BUY
$20.73 - $120.58 $348,637 - $2.03 Million
16,818 New
16,818 $1.76 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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