JPMORGAN CHASE & CO - COM (JPM)

Historical Portfolio Holders from Q1 2014 to Q4 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / COM
Shares, excl. options Q3 2024
1.99B
Holdings value Q3 2024
$420B
Value change Q3 2024
-$13.7B
Grand Portfolio weight change Q3 2024
-0.026%
Number of holders
4116
Number of buys Q3 2024
666
Number of sells Q3 2024
-699
Average buys Q3 2024 %
+0.028%
Average sells Q3 2024 %
-0.496%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 81.5M $19.5B +$155M $239.71 1,429
2024 Q3 1.99B $420B -$13.7B $210.86 4,132
2024 Q2 2.05B $415B +$5.6B $202.26 4,101
2024 Q1 2.03B $406B -$5.3B $200.30 4,017
2023 Q4 2.06B $350B +$8.09B $170.10 3,896
2023 Q3 2B $291B -$5.22B $145.02 3,632
2023 Q2 2.04B $296B -$52.7M $145.44 3,610
2023 Q1 2.03B $265B -$2.62B $130.31 3,536
2022 Q4 2.06B $276B +$5.79B $134.10 3,559
2022 Q3 2.02B $212B -$159M $104.50 3,294
2022 Q2 2.02B $228B +$307M $112.61 3,362
2022 Q1 2.03B $277B -$5.93B $136.32 3,466
2021 Q4 2.07B $328B -$2B $158.35 3,537
2021 Q3 2.08B $340B -$4.51B $163.69 3,191
2021 Q2 2.11B $328B -$7.86B $155.54 3,198
2021 Q1 2.16B $329B -$1.38B $152.23 3,176
2020 Q4 2.17B $276B +$4.55B $127.07 3,093
2020 Q3 2.14B $206B -$704M $96.27 2,792
2020 Q2 2.14B $202B -$4.97B $94.06 2,825
2020 Q1 2.2B $198B -$6.94B $90.03 2,749
2019 Q4 2.27B $316B -$3.09B $139.40 2,866
2019 Q3 2.29B $269B -$4.81B $117.69 2,604
2019 Q2 2.33B $260B +$1.87B $111.80 2,624
2019 Q1 2.35B $237B -$5.17B $101.23 2,583
2018 Q4 2.4B $234B -$4.26B $97.62 2,589
2018 Q3 2.44B $275B -$1.85B $112.84 2,440
2018 Q2 2.45B $255B -$4.78B $104.20 2,423
2018 Q1 2.5B $275B -$6.48B $109.97 2,437
2017 Q4 2.56B $274B -$3.85B $106.94 2,420
2017 Q3 2.59B $248B -$2.08B $95.51 2,180
2017 Q2 2.63B $240B -$3.65B $91.40 2,186
2017 Q1 2.67B $234B +$17.2B $87.84 2,134
2016 Q4 2.7B $233B +$1.74B $86.29 2,077
2016 Q3 2.67B $177B -$977M $66.59 1,902
2016 Q2 2.68B $167B -$1.64B $62.14 1,889
2016 Q1 2.71B $160B -$2.44B $59.22 1,883
2015 Q4 2.75B $182B -$1.19B $66.03 1,925
2015 Q3 2.76B $168B -$180M $60.97 1,812
2015 Q2 2.78B $188B +$1.44B $67.76 1,832
2015 Q1 2.76B $167B -$1.92B $60.58 1,786
2014 Q4 2.8B $175B +$517M $62.58 1,794
2014 Q3 2.78B $167B +$394M $60.24 1,676
2014 Q2 2.78B $160B +$1.61B $57.62 1,681
2014 Q1 2.75B $167B +$1.1B $60.71 1,707