Jpmorgan Chase & Co (JPM)

Historical Portfolio Holders from 2014 to 2024

All holders as of
Q1 2024
Type / Class
Equity / COM
Shares, Excl. Options Q1 2024
$1.91B
Holdings value Q1 2024
$382B
Value change Q1 2024
-$4.95B
Grand Portfolio weight change Q1 2024
-0.01%
Number of holders
3980
Number of Buys Q1 2024
1711
Number of Sells Q1 2024
-1846
Average Buys Q1 2024 %
+0.814%
Average Sells Q1 2024 %
-0.037%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Filings
Period Shares, Excl. Options Value, Excl. Options Change Price Filings
2024 Q1 1.91B $382B -$4.94B $200.30 4,027
2023 Q4 1.99B $338B +$8.01B $170.10 3,958
2023 Q3 1.99B $289B -$132M $145.02 3,700
2023 Q2 1.98B $288B +$924M $145.44 3,669
2023 Q1 1.99B $259B -$2.59B $130.31 3,593
2022 Q4 2.05B $274B +$7.66B $134.10 3,610
2022 Q3 1.96B $205B +$291M $104.50 3,356
2022 Q2 2.01B $226B +$1.01B $112.61 3,412
2022 Q1 2.03B $276B -$4.28B $136.32 3,513
2021 Q4 2.07B $327B -$2.19B $158.35 3,581
2021 Q3 2.07B $339B -$4.33B $163.69 3,236
2021 Q2 2.1B $326B -$7.11B $155.54 3,241
2021 Q1 2.15B $327B +$768M $152.23 3,209
2020 Q4 2.17B $275B +$5.39B $127.07 3,123
2020 Q3 2.13B $205B -$74.7M $96.27 2,848
2020 Q2 2.14B $201B -$4.71B $94.06 2,887
2020 Q1 2.17B $196B -$5.31B $90.03 2,785
2019 Q4 2.25B $313B -$2.45B $139.40 2,903
2019 Q3 2.25B $264B -$4.07B $117.69 2,643
2019 Q2 2.33B $260B +$5.98B $111.80 2,664
2019 Q1 2.34B $237B -$4.68B $101.23 2,626
2018 Q4 2.39B $233B -$3.45B $97.62 2,615
2018 Q3 2.4B $270B -$1.34B $112.84 2,486
2018 Q2 2.45B $255B -$1.08B $104.20 2,475
2018 Q1 2.49B $274B -$5.98B $109.97 2,494
2017 Q4 2.56B $274B -$2.27B $106.94 2,470
2017 Q3 2.59B $247B -$1.51B $95.51 2,250
2017 Q2 2.62B $240B -$2.61B $91.40 2,257
2017 Q1 2.66B $234B +$17.8B $87.84 2,203
2016 Q4 2.7B $233B +$2.71B $86.29 2,144
2016 Q3 2.65B $177B -$268M $66.59 1,966
2016 Q2 2.67B $166B -$1.59B $62.14 1,956
2016 Q1 2.7B $160B -$1.62B $59.22 1,946
2015 Q4 2.75B $182B -$985M $66.03 1,971
2015 Q3 2.76B $168B +$405M $60.97 1,858
2015 Q2 2.73B $185B +$2.09B $67.76 1,878
2015 Q1 2.76B $167B -$1.42B $60.58 1,845
2014 Q4 2.8B $175B +$642M $62.58 1,855
2014 Q3 2.77B $167B +$567M $60.24 1,744
2014 Q2 2.77B $159B +$2.79B $57.62 1,747
2014 Q1 2.74B $166B +$2.68B $60.71 1,762