Jpmorgan Chase & Co (AMJ)

Historical Portfolio Holders from 2014 to 2024

All holders as of
Q1 2024
Type / Class
Equity / ALERIAN ML ETN
Shares, Excl. Options Q1 2024
$100M
Holdings value Q1 2024
$2.85B
Value change Q1 2024
+$38.2M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
186
Number of Buys Q1 2024
57
Number of Sells Q1 2024
-90
Average Buys Q1 2024 %
+0.001%
Average Sells Q1 2024 %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Filings
Period Shares, Excl. Options Value, Excl. Options Change Price Filings
2024 Q1 100M $2.85B +$38.2M $28.49 162
2023 Q4 99M $2.51B +$16.6M $25.36 182
2023 Q3 100M $2.44B +$36.6M $24.70 172
2023 Q2 98.7M $2.24B +$26.9M $22.91 172
2023 Q1 90.6M $1.98B +$54M $22.19 175
2022 Q4 88.6M $1.9B +$29.1M $21.75 178
2022 Q3 94M $1.87B +$54.8M $20.06 162
2022 Q2 91.9M $1.72B +$50M $18.96 173
2022 Q1 90.1M $1.86B +$2.76M $20.91 176
2021 Q4 91.3M $1.6B +$52.5M $17.81 182
2021 Q3 88.1M $1.58B +$96.5M $18.17 174
2021 Q2 84M $1.62B +$2.27M $19.65 178
2021 Q1 83.4M $1.36B +$46M $16.59 169
2020 Q4 83.1M $1.14B -$26.7M $13.89 184
2020 Q3 84.5M $926M +$32.9M $10.78 189
2020 Q2 83.2M $1.1B +$2.02M $13.20 203
2020 Q1 83.7M $754M +$83.9M $9.03 225
2019 Q4 82.9M $1.81B +$33.5M $21.81 274
2019 Q3 83.1M $1.93B +$107M $23.27 270
2019 Q2 80.3M $1.99B +$36.4M $25.11 284
2019 Q1 80.4M $2.03B +$114M $25.51 293
2018 Q4 81.3M $1.8B +$76.9M $22.32 308
2018 Q3 78.8M $2.14B +$144M $27.46 312
2018 Q2 75.1M $1.99B +$7.37M $26.58 301
2018 Q1 79.2M $1.9B +$241M $24.00 317
2017 Q4 70.5M $1.94B +$9M $27.47 333
2017 Q3 71.2M $2.01B +$224M $28.22 320
2017 Q2 67.6M $2.01B +$77.5M $29.70 318
2017 Q1 67.4M $2.17B +$80.3M $32.30 324
2016 Q4 69M $2.18B +$4.5M $31.61 349
2016 Q3 67.7M $2.13B +$55.8M $31.50 310
2016 Q2 67.5M $2.13B +$107M $31.81 316
2016 Q1 66M $1.78B +$137M $27.09 293
2015 Q4 66.4M $1.92B -$194M $28.97 296
2015 Q3 76.4M $2.32B +$325M $30.39 283
2015 Q2 67.3M $2.66B +$97.1M $39.60 300
2015 Q1 65.9M $2.82B +$214M $42.80 323
2014 Q4 62.7M $2.88B +$9.84M $45.95 339
2014 Q3 60.8M $3.23B +$595M $53.08 310
2014 Q2 60.9M $3.19B +$545M $52.38 304
2014 Q1 57.2M $2.66B +$51.2M $46.54 275