JP Morgan Chase’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.5M | Sell |
268,588
-100,067
| -27% | -$7.11M | ﹤0.01% | 2190 |
|
|
2025
Q4 | $25.6M | Sell |
368,655
-111,969
| -23% | -$7.86M | ﹤0.01% | 1858 |
|
|
2025
Q3 | $33.4M | Sell |
480,624
-157,457
| -25% | -$11.3M | ﹤0.01% | 1685 |
|
|
2025
Q2 | $47.7M | Buy |
638,081
+128,131
| +25% | +$9.93M | ﹤0.01% | 1356 |
|
|
2025
Q1 | $41.3M | Sell |
509,950
-100,440
| -16% | -$8.75M | ﹤0.01% | 1424 |
|
|
2024
Q4 | $54.4M | Sell |
610,390
-20,254
| -3% | -$2.04M | ﹤0.01% | 1274 |
|
|
2024
Q3 | $72.7M | Buy |
630,644
+245,086
| +64% | +$25.6M | 0.01% | 1111 |
|
|
2024
Q2 | $36.7M | Sell |
385,558
-7,365
| -2% | -$664K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $32.5M | Buy |
392,923
+137,201
| +54% | +$11.3M | ﹤0.01% | 1558 |
|
|
2023
Q4 | $22.5M | Buy |
255,722
+76,855
| +43% | +$6.3M | ﹤0.01% | 1752 |
|
|
2023
Q3 | $15.3M | Buy |
178,867
+10,605
| +6% | +$959K | ﹤0.01% | 1895 |
|
|
2023
Q2 | $15.7M | Buy |
168,262
+16,703
| +11% | +$1.57M | ﹤0.01% | 1894 |
|
|
2023
Q1 | $15.1M | Buy |
151,559
+88,883
| +142% | +$9.05M | ﹤0.01% | 1901 |
|
|
2022
Q4 | $6.21M | Sell |
62,676
-10,417
| -14% | -$1.01M | ﹤0.01% | 2651 |
|
|
2022
Q3 | $6.41M | Buy |
73,093
+1,087
| +2% | +$103K | ﹤0.01% | 2510 |
|
|
2022
Q2 | $6.59M | Sell |
72,006
-5,021
| -7% | -$473K | ﹤0.01% | 2534 |
|
|
2022
Q1 | $8.32M | Sell |
77,027
-2,679
| -3% | -$258K | ﹤0.01% | 2553 |
|
|
2021
Q4 | $9.3M | Buy |
79,706
+27,167
| +52% | +$3.19M | ﹤0.01% | 2513 |
|
|
2021
Q3 | $5.94M | Sell |
52,539
-59,573
| -53% | -$6.42M | ﹤0.01% | 2895 |
|
|
2021
Q2 | $10M | Sell |
112,112
-41,830
| -27% | -$3.92M | ﹤0.01% | 2435 |
|
|
2021
Q1 | $15M | Buy |
153,942
+27,064
| +21% | +$2.54M | ﹤0.01% | 1987 |
|
|
2020
Q4 | $11.4M | Buy |
126,878
+52,782
| +71% | +$4.21M | ﹤0.01% | 2101 |
|
|
2020
Q3 | $5.39M | Sell |
74,096
-9,916
| -12% | -$789K | ﹤0.01% | 2506 |
|
|
2020
Q2 | $6.8M | Buy |
84,012
+37,483
| +81% | +$2.7M | ﹤0.01% | 2220 |
|
|
2020
Q1 | $3.35M | Buy |
46,529
+14,674
| +46% | +$1.07M | ﹤0.01% | 2579 |
|
|
2019
Q4 | $2.2M | Buy |
31,855
+6,434
| +25% | +$425K | ﹤0.01% | 3321 |
|
|
2019
Q3 | $1.78M | Buy |
25,421
+3,016
| +13% | +$204K | ﹤0.01% | 3500 |
|
|
2019
Q2 | $1.31M | Buy |
22,405
+1,957
| +10% | +$111K | ﹤0.01% | 3678 |
|
|
2019
Q1 | $1.18M | Buy |
20,448
+700
| +4% | +$37.8K | ﹤0.01% | 3703 |
|
|
2018
Q4 | $1M | Buy |
19,748
+2,089
| +12% | +$105K | ﹤0.01% | 3747 |
|
|
2018
Q3 | $947K | Sell |
17,659
-51,553
| -74% | -$2.64M | ﹤0.01% | 3956 |
|
|
2018
Q2 | $3.34M | Sell |
69,212
-8,982
| -11% | -$412K | ﹤0.01% | 3005 |
|
|
2018
Q1 | $3.07M | Sell |
78,194
-40,148
| -34% | -$1.52M | ﹤0.01% | 2968 |
|
|
2017
Q4 | $4.21M | Buy |
118,342
+94,942
| +406% | +$3.49M | ﹤0.01% | 2816 |
|
|
2017
Q3 | $866K | Sell |
23,400
-91,310
| -80% | -$3.02M | ﹤0.01% | 3585 |
|
|
2017
Q2 | $3.34M | Sell |
114,710
-1,600
| -1% | -$47.8K | ﹤0.01% | 2741 |
|
|
2017
Q1 | $3.46M | Sell |
116,310
-5,204
| -4% | -$152K | ﹤0.01% | 2676 |
|
|
2016
Q4 | $3.66M | Buy |
121,514
+65,408
| +117% | +$1.9M | ﹤0.01% | 2690 |
|
|
2016
Q3 | $1.43M | Sell |
56,106
-523,632
| -90% | -$13.7M | ﹤0.01% | 2969 |
|
|
2016
Q2 | $16.9M | Buy |
579,738
+6,890
| +1% | +$179K | ﹤0.01% | 1507 |
|
|
2016
Q1 | $14.6M | Sell |
572,848
-12,424
| -2% | -$300K | ﹤0.01% | 1544 |
|
|
2015
Q4 | $14.6M | Buy |
585,272
+13,122
| +2% | +$333K | ﹤0.01% | 1558 |
|
|
2015
Q3 | $12.7M | Buy |
572,150
+85,366
| +18% | +$1.88M | ﹤0.01% | 1572 |
|
|
2015
Q2 | $10.9M | Buy |
486,784
+218,840
| +82% | +$4.81M | ﹤0.01% | 1869 |
|
|
2015
Q1 | $5.96M | Buy |
267,944
+89,404
| +50% | +$1.91M | ﹤0.01% | 2227 |
|
|
2014
Q4 | $3.68M | Buy |
178,540
+21,276
| +14% | +$413K | ﹤0.01% | 2606 |
|
|
2014
Q3 | $2.79M | Buy |
157,264
+844
| +0.5% | +$15.5K | ﹤0.01% | 2716 |
|
|
2014
Q2 | $2.9M | Buy |
156,420
+5,232
| +3% | +$93.5K | ﹤0.01% | 2350 |
|
|
2014
Q1 | $2.84M | Sell |
151,188
-65,788
| -30% | -$1.21M | ﹤0.01% | 2378 |
|
|
2013
Q4 | $4.19M | Sell |
216,976
-200
| -0.1% | -$3.78K | ﹤0.01% | 2281 |
|
|
2013
Q3 | $3.9M | Sell |
217,176
-13,404
| -6% | -$224K | ﹤0.01% | 2353 |
|
|
2013
Q2 | $3.41M | Buy |
+230,580
| New | +$3.16M | ﹤0.01% | 2401 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
