JPMORGAN CHASE & CO (JPM)

Historical Portfolio Holders from Q1 2014 to Q1 2024

All holders as of
Q1 2024
Type / Class
Equity / COM
Shares, Excl. Options Q1 2024
$1.91 B
Holdings value Q1 2024
$382 B
Value change Q1 2024
-$4.89 B
Grand Portfolio weight change Q1 2024
-0.01%
Number of holders
4016
Number of Buys Q1 2024
1730
Number of Sells Q1 2024
-1860
Average Buys Q1 2024 %
+0.811%
Average Sells Q1 2024 %
-0.037%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 1.91 B $382 B -$4.89 B $200.30 3,938
2023 Q4 1.99 B $338 B +$8.01 B $170.10 3,855
2023 Q3 1.99 B $289 B -$131 M $145.02 3,612
2023 Q2 1.98 B $289 B -$4.61 B $145.44 3,586
2023 Q1 2.03 B $264 B -$2.71 B $130.31 3,512
2022 Q4 2.05 B $275 B +$6.32 B $134.10 3,518
2022 Q3 1.96 B $205 B -$254 M $104.50 3,262
2022 Q2 2.01 B $226 B +$171 M $112.61 3,325
2022 Q1 2.03 B $276 B -$5.98 B $136.32 3,431
2021 Q4 2.07 B $327 B -$1.97 B $158.35 3,506
2021 Q3 2.07 B $339 B -$4.76 B $163.69 3,171
2021 Q2 2.1 B $326 B -$8.15 B $155.54 3,179
2021 Q1 2.15 B $328 B -$1.39 B $152.23 3,154
2020 Q4 2.17 B $275 B +$4.39 B $127.07 3,064
2020 Q3 2.14 B $205 B -$713 M $96.27 2,772
2020 Q2 2.14 B $201 B -$5.05 B $94.06 2,804
2020 Q1 2.17 B $196 B -$6.99 B $90.03 2,725
2019 Q4 2.25 B $313 B -$3.02 B $139.40 2,846
2019 Q3 2.25 B $264 B -$4.6 B $117.69 2,582
2019 Q2 2.33 B $260 B +$5.28 B $111.80 2,605
2019 Q1 2.34 B $237 B -$5.12 B $101.23 2,563
2018 Q4 2.39 B $233 B -$4.29 B $97.62 2,548
2018 Q3 2.4 B $271 B -$1.66 B $112.84 2,421
2018 Q2 2.45 B $255 B -$1.59 B $104.20 2,401
2018 Q1 2.49 B $274 B -$6.47 B $109.97 2,422
2017 Q4 2.56 B $274 B -$3.75 B $106.94 2,404
2017 Q3 2.59 B $247 B -$2.05 B $95.51 2,187
2017 Q2 2.62 B $240 B -$3.78 B $91.40 2,189
2017 Q1 2.66 B $234 B +$17.2 B $87.84 2,135
2016 Q4 2.7 B $233 B +$1.93 B $86.29 2,076
2016 Q3 2.65 B $177 B -$945 M $66.59 1,906
2016 Q2 2.67 B $166 B -$1.88 B $62.14 1,898
2016 Q1 2.7 B $160 B -$2.43 B $59.22 1,885
2015 Q4 2.75 B $182 B -$1.2 B $66.03 1,917
2015 Q3 2.76 B $168 B -$184 M $60.97 1,805
2015 Q2 2.73 B $185 B +$1.58 B $67.76 1,829
2015 Q1 2.76 B $167 B -$1.95 B $60.58 1,789
2014 Q4 2.8 B $175 B +$144 M $62.58 1,789
2014 Q3 2.77 B $167 B +$356 M $60.24 1,681
2014 Q2 2.77 B $159 B +$1.55 B $57.62 1,684
2014 Q1 2.74 B $166 B +$900 M $60.71 1,708