JPMORGAN CHASE & CO - COM (JPM)

Historical Portfolio Holders from Q1 2014 to Q2 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
2.01B
Holdings value Q1 2024
$402B
Value change Q1 2024
-$5.07B
Grand Portfolio weight change Q1 2024
-0.011%
Number of holders
3958
Number of buys Q1 2024
671
Number of sells Q1 2024
-658
Average buys Q1 2024 %
+0.132%
Average sells Q1 2024 %
-0.029%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q2 137M $27.8B -$1.04B $202.26 1,476
2024 Q1 2.01B $402B -$5.07B $200.30 3,958
2023 Q4 2.06B $350B +$8.01B $170.10 3,868
2023 Q3 1.99B $289B -$131M $145.02 3,612
2023 Q2 1.98B $289B -$4.61B $145.44 3,586
2023 Q1 2.03B $264B -$2.71B $130.31 3,512
2022 Q4 2.05B $275B +$6.32B $134.10 3,518
2022 Q3 1.96B $205B -$254M $104.50 3,262
2022 Q2 2.01B $226B +$171M $112.61 3,325
2022 Q1 2.03B $276B -$5.98B $136.32 3,431
2021 Q4 2.07B $327B -$1.97B $158.35 3,506
2021 Q3 2.07B $339B -$4.76B $163.69 3,171
2021 Q2 2.1B $326B -$8.15B $155.54 3,179
2021 Q1 2.15B $328B -$1.39B $152.23 3,154
2020 Q4 2.17B $275B +$4.39B $127.07 3,064
2020 Q3 2.14B $205B -$713M $96.27 2,772
2020 Q2 2.14B $201B -$5.05B $94.06 2,804
2020 Q1 2.17B $196B -$6.99B $90.03 2,725
2019 Q4 2.25B $313B -$3.02B $139.40 2,846
2019 Q3 2.25B $264B -$4.6B $117.69 2,582
2019 Q2 2.33B $260B +$5.28B $111.80 2,605
2019 Q1 2.34B $237B -$5.12B $101.23 2,563
2018 Q4 2.39B $233B -$4.29B $97.62 2,548
2018 Q3 2.4B $271B -$1.66B $112.84 2,421
2018 Q2 2.45B $255B -$1.59B $104.20 2,401
2018 Q1 2.49B $274B -$6.47B $109.97 2,422
2017 Q4 2.56B $274B -$3.75B $106.94 2,404
2017 Q3 2.59B $247B -$2.05B $95.51 2,187
2017 Q2 2.62B $240B -$3.78B $91.40 2,189
2017 Q1 2.66B $234B +$17.2B $87.84 2,135
2016 Q4 2.7B $233B +$1.93B $86.29 2,076
2016 Q3 2.65B $177B -$945M $66.59 1,906
2016 Q2 2.67B $166B -$1.88B $62.14 1,898
2016 Q1 2.7B $160B -$2.43B $59.22 1,885
2015 Q4 2.75B $182B -$1.2B $66.03 1,917
2015 Q3 2.76B $168B -$184M $60.97 1,805
2015 Q2 2.73B $185B +$1.58B $67.76 1,829
2015 Q1 2.76B $167B -$1.95B $60.58 1,789
2014 Q4 2.8B $175B +$144M $62.58 1,789
2014 Q3 2.77B $167B +$356M $60.24 1,681
2014 Q2 2.77B $159B +$1.55B $57.62 1,684
2014 Q1 2.74B $166B +$900M $60.71 1,708