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
-$4.98B
Grand Portfolio weight change Q1 2024
-0.01%
Number of holders
3942
Number of Buys Q1 2024
1693
Number of Sells Q1 2024
-1829
Average Buys Q1 2024 %
+0.469%
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 1.89B $379B -$5.08B $200.30 3,919
2023 Q4 1.99B $339B +$7.54B $170.10 3,952
2023 Q3 1.99B $289B -$42.9M $145.02 3,700
2023 Q2 2B $292B +$924M $145.44 3,715
2023 Q1 1.99B $261B -$3.1B $130.31 3,645
2022 Q4 2.07B $283B +$8.54B $134.10 3,678
2022 Q3 2.02B $212B +$427M $104.50 3,456
2022 Q2 2.02B $228B +$143M $112.61 3,490
2022 Q1 2.03B $277B -$4.07B $136.32 3,574
2021 Q4 2.07B $328B -$2.5B $158.35 3,631
2021 Q3 2.08B $340B -$4.34B $163.69 3,292
2021 Q2 2.11B $327B -$6.91B $155.54 3,303
2021 Q1 2.16B $329B +$1.14B $152.23 3,270
2020 Q4 2.17B $276B +$5.34B $127.07 3,198
2020 Q3 2.14B $206B -$168M $96.27 2,910
2020 Q2 2.14B $202B -$4.88B $94.06 2,947
2020 Q1 2.2B $198B -$5.53B $90.03 2,851
2019 Q4 2.27B $316B -$2.48B $139.40 2,959
2019 Q3 2.29B $269B -$4.12B $117.69 2,688
2019 Q2 2.33B $260B +$6.02B $111.80 2,710
2019 Q1 2.35B $237B -$4.76B $101.23 2,670
2018 Q4 2.4B $234B -$3.69B $97.62 2,683
2018 Q3 2.44B $275B -$1.47B $112.84 2,531
2018 Q2 2.45B $255B -$875M $104.20 2,526
2018 Q1 2.5B $275B -$6.06B $109.97 2,534
2017 Q4 2.56B $274B -$2.26B $106.94 2,503
2017 Q3 2.59B $248B -$1.48B $95.51 2,293
2017 Q2 2.63B $240B -$2.67B $91.40 2,292
2017 Q1 2.67B $234B +$17.7B $87.84 2,249
2016 Q4 2.71B $233B +$2.79B $86.29 2,192
2016 Q3 2.67B $177B -$531M $66.59 2,004
2016 Q2 2.68B $167B -$4.93B $62.14 1,993
2016 Q1 2.76B $161B -$1.46B $59.22 1,984
2015 Q4 2.75B $182B -$1B $66.03 2,011
2015 Q3 2.77B $169B +$499M $60.97 1,898
2015 Q2 2.79B $185B +$1.97B $67.76 1,911
2015 Q1 2.77B $167B -$1.49B $60.58 1,876
2014 Q4 2.8B $175B +$947M $62.58 1,890
2014 Q3 2.78B $167B +$366M $60.24 1,777
2014 Q2 2.78B $161B +$2B $57.62 1,778
2014 Q1 2.75B $167B +$3.05B $60.71 1,794