JP Morgan Chase’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $113M | Buy |
636,122
+92,136
| +17% | +$18.3M | 0.01% | 922 |
|
|
2025
Q4 | $118M | Sell |
543,986
-223,996
| -29% | -$49M | 0.01% | 871 |
|
|
2025
Q3 | $197M | Buy |
767,982
+163,866
| +27% | +$41.2M | 0.01% | 700 |
|
|
2025
Q2 | $157M | Sell |
604,116
-849,502
| -58% | -$216M | 0.01% | 759 |
|
|
2025
Q1 | $354M | Buy |
1,453,618
+790,919
| +119% | +$199M | 0.03% | 479 |
|
|
2024
Q4 | $169M | Buy |
662,699
+4,261
| +0.6% | +$1.14M | 0.01% | 720 |
|
|
2024
Q3 | $193M | Buy |
658,438
+50,680
| +8% | +$14.3M | 0.02% | 699 |
|
|
2024
Q2 | $147M | Buy |
607,758
+164,378
| +37% | +$39.2M | 0.01% | 763 |
|
|
2024
Q1 | $119M | Buy |
443,380
+111,270
| +34% | +$28.3M | 0.01% | 865 |
|
|
2023
Q4 | $82.1M | Sell |
332,110
-742,485
| -69% | -$151M | 0.01% | 984 |
|
|
2023
Q3 | $197M | Sell |
1,074,595
-1,846,629
| -63% | -$377M | 0.02% | 557 |
|
|
2023
Q2 | $687M | Buy |
2,921,224
+358,466
| +14% | +$75.4M | 0.08% | 260 |
|
|
2023
Q1 | $520M | Buy |
2,562,758
+569,794
| +29% | +$119M | 0.07% | 303 |
|
|
2022
Q4 | $387M | Sell |
1,992,964
-635,276
| -24% | -$116M | 0.05% | 346 |
|
|
2022
Q3 | $451M | Buy |
2,628,240
+28,974
| +1% | +$5.68M | 0.07% | 291 |
|
|
2022
Q2 | $475M | Sell |
2,599,266
-701,088
| -21% | -$140M | 0.07% | 287 |
|
|
2022
Q1 | $783M | Buy |
3,300,354
+188,179
| +6% | +$44.3M | 0.1% | 216 |
|
|
2021
Q4 | $911M | Buy |
3,112,175
+1,768,646
| +132% | +$492M | 0.11% | 210 |
|
|
2021
Q3 | $340M | Buy |
1,343,529
+271,635
| +25% | +$70.6M | 0.05% | 417 |
|
|
2021
Q2 | $257M | Buy |
1,071,894
+68,845
| +7% | +$15.4M | 0.03% | 524 |
|
|
2021
Q1 | $182M | Sell |
1,003,049
-47,038
| -4% | -$8.31M | 0.03% | 608 |
|
|
2020
Q4 | $203M | Buy |
1,050,087
+8,074
| +0.8% | +$1.36M | 0.03% | 524 |
|
|
2020
Q3 | $164M | Buy |
1,042,013
+346,879
| +50% | +$56.8M | 0.03% | 530 |
|
|
2020
Q2 | $119M | Buy |
695,134
+166,079
| +31% | +$24.6M | 0.02% | 593 |
|
|
2020
Q1 | $63.2M | Buy |
529,055
+394,911
| +294% | +$57.4M | 0.02% | 721 |
|
|
2019
Q4 | $18.8M | Buy |
134,144
+31,510
| +31% | +$4.37M | ﹤0.01% | 1643 |
|
|
2019
Q3 | $14.4M | Buy |
102,634
+27,180
| +36% | +$3.83M | ﹤0.01% | 1841 |
|
|
2019
Q2 | $9.99M | Sell |
75,454
-11,727
| -13% | -$1.47M | ﹤0.01% | 2114 |
|
|
2019
Q1 | $10.3M | Sell |
87,181
-87,498
| -50% | -$9.34M | ﹤0.01% | 2020 |
|
|
2018
Q4 | $16.3M | Sell |
174,679
-587,756
| -77% | -$62.6M | ﹤0.01% | 1634 |
|
|
2018
Q3 | $99.6M | Sell |
762,435
-202,952
| -21% | -$26.4M | 0.02% | 688 |
|
|
2018
Q2 | $121M | Buy |
965,387
+218,496
| +29% | +$25.9M | 0.03% | 584 |
|
|
2018
Q1 | $88M | Buy |
746,891
+440,164
| +144% | +$52.8M | 0.02% | 685 |
|
|
2017
Q4 | $36.2M | Sell |
306,727
-252,264
| -45% | -$28.4M | 0.01% | 1152 |
|
|
2017
Q3 | $59.5M | Sell |
558,991
-933,004
| -63% | -$123M | 0.01% | 835 |
|
|
2017
Q2 | $205M | Buy |
1,491,995
+174,149
| +13% | +$23.9M | 0.05% | 400 |
|
|
2017
Q1 | $180M | Sell |
1,317,846
-231,948
| -15% | -$29.5M | 0.05% | 431 |
|
|
2016
Q4 | $183M | Sell |
1,549,794
-244,794
| -14% | -$29.9M | 0.05% | 409 |
|
|
2016
Q3 | $242M | Sell |
1,794,588
-710,716
| -28% | -$94.2M | 0.06% | 325 |
|
|
2016
Q2 | $322M | Buy |
2,505,304
+198,779
| +9% | +$24.1M | 0.09% | 271 |
|
|
2016
Q1 | $264M | Sell |
2,306,525
-61,886
| -3% | -$6.51M | 0.07% | 309 |
|
|
2015
Q4 | $264M | Sell |
2,368,411
-1,179,488
| -33% | -$127M | 0.07% | 311 |
|
|
2015
Q3 | $345M | Sell |
3,547,899
-374,753
| -10% | -$37.2M | 0.1% | 244 |
|
|
2015
Q2 | $381M | Sell |
3,922,652
-140,895
| -3% | -$13.7M | 0.09% | 254 |
|
|
2015
Q1 | $378M | Sell |
4,063,547
-1,308,386
| -24% | -$116M | 0.09% | 258 |
|
|
2014
Q4 | $434M | Buy |
5,371,933
+8,808
| +0.2% | +$681K | 0.1% | 226 |
|
|
2014
Q3 | $401M | Buy |
5,363,125
+36,230
| +0.7% | +$2.76M | 0.1% | 239 |
|
|
2014
Q2 | $386M | Sell |
5,326,895
-31,639
| -0.6% | -$2.22M | 0.1% | 234 |
|
|
2014
Q1 | $365M | Sell |
5,358,534
-30,260
| -0.6% | -$2.12M | 0.1% | 222 |
|
|
2013
Q4 | $372M | Sell |
5,388,794
-7,669
| -0.1% | -$499K | 0.11% | 223 |
|
|
2013
Q3 | $323M | Buy |
5,396,463
+516,898
| +11% | +$31.8M | 0.1% | 242 |
|
|
2013
Q2 | $288M | Buy |
+4,879,565
| New | +$294M | 0.1% | 252 |
|
Other funds holding EFX
VCM
VPM
SCP
