JPMorgan Chase

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 2026296 names$106B—
• Q1 20265 names$78.6M—
• Q4 2025291 names$141B+$12.2B
• Q3 2025281 names$169B+$3.5B
• Q2 2025273 names$158B+$2.6B
• Q1 2025268 names$121B+$11.3B
• Q4 2024268 names$125B+$707M
• Q3 2024267 names$121B+$4.2B
• Q2 2024263 names$116B−$1.0B
• Q1 2024252 names$115B+$5.9B
• Q4 2023248 names$99.2B+$4.9B
• Q3 2023240 names$78.3B+$2.8B
• Q2 2023228 names$78.9B+$8.0B
• Q1 2023217 names$60.8B+$3.6B
• Q4 2022215 names$45.4B+$2.7B
• Q3 2022212 names$41.7B+$2.6B
• Q2 2022211 names$43.3B+$8.4B
• Q1 2022209 names$51.3B+$2.5B
• Q4 2021205 names$56.7B+$2.8B
• Q3 2021202 names$49.5B−$2.1B
• Q2 2021179 names$50.5B+$7.3B
• Q1 2021166 names$42.8B+$949M
• Q4 2020159 names$41.6B−$190M
• Q3 2020155 names$35.9B−$48.2M
• Q2 2020144 names$33.2B−$889M
• Q1 2020137 names$25.4B−$1.4B
• Q4 2019135 names$28.6B−$2.0B
• Q3 2019133 names$28.2B−$1.4B
• Q2 2019127 names$29.6B+$946M
• Q1 2019122 names$26.4B+$233M
• Q4 2018122 names$21.5B−$140M
• Q3 2018116 names$25.1B+$497M
• Q2 2018111 names$21.4B+$1.0B
• Q1 2018107 names$18.4B+$195M
• Q4 2017103 names$16.8B+$697M
• Q3 201793 names$14.3B−$257M
• Q2 201792 names$13.7B−$551M
• Q1 201790 names$13.4B+$156M
• Q4 201690 names$12.0B−$654M
• Q3 201684 names$12.6B−$718M
• Q2 201684 names$12.2B—

What moved the book

The five software lines with the largest share change this quarter.

• WixWIX+$32.0M$38.2M
• Bitdeer Technologies GroupBTDR−$3.7M$2.2M

Software held

• WixWIX424,624 shares · 48.6% of their software · price −$5.9M$38.2M+$32.0M
• Clearwater AnalyticsCWAN1,605,137 shares · 48.1% of their software$37.8M—
• Bitdeer Technologies GroupBTDR283,500 shares · 2.8% of their software · price −$726K$2.2M−$3.7M
• Cyabra, Inc.CYAB113,384 shares · 0.3% of their software$271KNew · Flat
• Helport AI LimitedHPAI37,375 shares · 0.1% of their software$75KNew · Flat