JPM MORGAN (J P) & CO COM

Ownership history in ICON ADVISERS INC/CO  ·  95 quarters on record

AI Ownership Summary

ICON ADVISERS INC/CO reported MORGAN (J P) & CO COM (JPM) in 95 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q4. The latest visible filing shows JPM at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ICON ADVISERS INC/CO's position in MORGAN (J P) & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ICON ADVISERS INC/CO held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,680 -557 -2.3% 1.65% $7.6M 2026-02-14 (Est.) $301.01
2025 Q3 UNCHANGED 24,237 0% 0.03% $406K 2025-11-12 $317.35
2025 Q2 UNCHANGED 24,237 0% 1.60% $7.0M 2025-08-13 $286.36
2025 Q1 UNCHANGED 24,237 0% 1.39% $5.9M 2025-05-15 $262.39
2024 Q4 REDUCED 24,237 -1,150 -4.5% 1.31% $5.8M 2025-02-13 $269.39
2024 Q3 UNCHANGED 25,387 0% 1.12% $5.4M 2024-11-13 $233.90
2024 Q2 REDUCED 25,387 -2,200 -8.0% 1.17% $5.2M 2024-08-14 $202.67
2024 Q1 UNCHANGED 27,587 0% 1.19% $5.5M 2024-05-15 $193.76
2023 Q4 UNCHANGED 27,587 0% 1.07% $4.7M 2024-02-14 $167.78
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ICON ADVISERS INC/CO and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ICON ADVISERS INC/CO reported owning JPM?

ICON ADVISERS INC/CO reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in ICON ADVISERS INC/CO's portfolio?

The largest reported portfolio weight for JPM was 1.65% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when ICON ADVISERS INC/CO reported 23,680 shares, equal to 1.65% of portfolio, with an estimated market value of $7.6M.

What does the chart on this JPM ownership page compare?

The chart compares ICON ADVISERS INC/CO's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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