ICON ADVISERS INC/CO

Position in JPM — Jpmorgan Chase & Co

CIK 1058470 GREENWOOD VILLAGE, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,751,174

+$785,466 QoQ

Shares Held

23,680

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#1,679

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

ICON ADVISERS INC/CO holds $15,735,818 across 4 Banks - Diversified names. JPM ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,680	$7,751,174
2	BAC	Bank Of America Corp /De/	99,436	$5,665,863
3	ING	Ing Groep NV	73,403	$2,303,386
4	C	Citigroup Inc	110	$15,395

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,751,174	23,680	0.0%	Shares	Sole	2026-08-13
2026-03-31	$6,965,708	23,680	0.0%	Shares	Sole	2026-05-13
2025-12-31	$7,630,169	23,680	-2.3%	Shares	Sole	2026-02-13
2025-06-30	$7,026,548	24,237	0.0%	Shares	Sole	2025-08-13
2025-03-31	$5,945,336	24,237	0.0%	Shares	Sole	2025-05-15
2024-12-31	$5,809,851	24,237	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$5,353,102	25,387	0.0%	Shares	Sole	2024-11-13
2024-06-30	$5,134,774	25,387	-8.0%	Shares	Sole	2024-08-14
2024-03-31	$5,525,676	27,587	0.0%	Shares	Sole	2024-05-15
2023-12-31	$4,692,548	27,587	0.0%	Shares	Sole	2024-02-14
2023-09-30	$4,000,666	27,587	0.0%	Shares	Sole	2023-11-14
2023-06-30	$4,012,253	27,587	0.0%	Shares	Sole	2023-07-27
2023-03-31	$3,594,861	27,587	0.0%	Shares	Sole	2023-05-12
2022-12-31	$3,699,416	27,587	-25.2%	Shares	Sole	2023-02-14
2022-09-30	$3,854,691	36,887	-32.9%	Shares	Sole	2022-11-14
2022-06-30	$6,186,793	54,940	0.0%	Shares	Sole	2022-08-11
2022-03-31	$7,489,420	54,940	-20.7%	Shares	Sole	2022-05-26
2021-12-31	$10,972,863	69,295	0.0%	Shares	Sole	2022-02-14
2021-09-30	$11,342,898	69,295	-1.0%	Shares	Sole	2021-11-02
2021-06-30	$10,887,022	69,995	0.0%	Shares	Sole	2021-08-04
2021-03-31	$10,655,338	69,995	+1.3%	Shares	Sole	2021-05-05
2020-12-31	$8,779,901	69,095	+64.1%	Shares	Sole	2021-02-02
2020-09-30	$4,053,737	42,108	-33.0%	Shares	Sole	2020-11-05
2020-06-30	$5,907,720	62,808	-36.3%	Shares	Sole	2020-08-03
2020-03-31	$8,870,475	98,528	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.