Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,964,886
+$2,838,723 QoQ
Shares Held
39,608
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#1,261
of 5,072 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $22,478,734 across 6 Banks - Diversified names. JPM ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
39,608 | $12,964,886 | |
| 2 | BAC |
Bank Of America Corp /De/
|
137,396 | $7,828,824 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,188 | $924,576 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,133 | $281,105 | |
| 5 | SAN |
Banco Santander, S.A.
|
19,500 | $269,100 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,211 | $210,243 |
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,964,886 | 39,608 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,126,163 | 34,424 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,018,332 | 40,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,735,170 | 40,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,262,903 | 42,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,409,619 | 34,283 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,729,928 | 32,247 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,867,921 | 32,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,134,343 | 30,329 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,405,398 | 21,994 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,935,567 | 11,379 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,054,143 | 15,318 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,757,481 | 16,818 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||