JP Morgan Chase’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.3M Buy
832,754
+771,757
+1,265% +$13.4M ﹤0.01% 2493
2025
Q4
$1.22M Sell
60,997
-2,299
-4% -$48.8K ﹤0.01% 4466
2025
Q3
$1.53M Sell
63,296
-3,902
-6% -$103K ﹤0.01% 4280
2025
Q2
$1.78M Buy
67,198
+24,116
+56% +$628K ﹤0.01% 3996
2025
Q1
$1.17M Sell
43,082
-36,260
-46% -$1.33M ﹤0.01% 4244
2024
Q4
$3.22M Sell
79,342
-511,298
-87% -$18.4M ﹤0.01% 3765
2024
Q3
$17M Buy
590,640
+132,182
+29% +$4.77M ﹤0.01% 2137
2024
Q2
$20.2M Sell
458,458
-46,933
-9% -$2.44M ﹤0.01% 1868
2024
Q1
$31.4M Sell
505,391
-305,698
-38% -$21.2M ﹤0.01% 1574
2023
Q4
$63.8M Sell
811,089
-995,846
-55% -$69.4M 0.01% 1100
2023
Q3
$116M Sell
1,806,935
-299,845
-14% -$22.4M 0.01% 750
2023
Q2
$174M Buy
2,106,780
+425,220
+25% +$28.5M 0.02% 611
2023
Q1
$122M Sell
1,681,560
-415,113
-20% -$29.7M 0.02% 726
2022
Q4
$142M Buy
2,096,673
+538,822
+35% +$33.8M 0.02% 634
2022
Q3
$117M Sell
1,557,851
-5,666
-0.4% -$550K 0.02% 661
2022
Q2
$142M Buy
1,563,517
+387,103
+33% +$39.2M 0.02% 617
2022
Q1
$130M Buy
1,176,414
+361,035
+44% +$42M 0.02% 728
2021
Q4
$112M Sell
815,379
-1,163,298
-59% -$172M 0.01% 836
2021
Q3
$316M Sell
1,978,677
-423,068
-18% -$77.2M 0.04% 436
2021
Q2
$440M Buy
2,401,745
+382,884
+19% +$66M 0.06% 365
2021
Q1
$316M Buy
2,018,861
+324,637
+19% +$55.5M 0.05% 435
2020
Q4
$295M Buy
1,694,224
+1,147,711
+210% +$175M 0.05% 417
2020
Q3
$70.4M Buy
546,513
+101,139
+23% +$12.2M 0.01% 826
2020
Q2
$49.3M Buy
445,374
+114,419
+35% +$11.1M 0.01% 889
2020
Q1
$25.3M Buy
330,955
+227,196
+219% +$16.2M 0.01% 1114
2019
Q4
$6.8M Sell
103,759
-117,124
-53% -$7.17M ﹤0.01% 2445
2019
Q3
$11.9M Buy
220,883
+121,573
+122% +$6.84M ﹤0.01% 1990
2019
Q2
$5.03M Sell
99,310
-93,276
-48% -$4.73M ﹤0.01% 2649
2019
Q1
$10.2M Buy
192,586
+32,240
+20% +$1.64M ﹤0.01% 2029
2018
Q4
$7.01M Sell
160,346
-97,717
-38% -$3.93M ﹤0.01% 2296
2018
Q3
$11.3M Buy
258,063
+60,250
+30% +$2.48M ﹤0.01% 2098
2018
Q2
$6.84M Buy
197,813
+41,158
+26% +$1.33M ﹤0.01% 2448
2018
Q1
$4.67M Sell
156,655
-2,757
-2% -$75.5K ﹤0.01% 2640
2017
Q4
$3.97M Buy
159,412
+8,409
+6% +$207K ﹤0.01% 2866
2017
Q3
$3.54M Sell
151,003
-2,415
-2% -$52.4K ﹤0.01% 2814
2017
Q2
$3.3M Sell
153,418
-25,838
-14% -$529K ﹤0.01% 2748
2017
Q1
$2.95M Sell
179,256
-108,688
-38% -$1.78M ﹤0.01% 2798
2016
Q4
$4.09M Sell
287,944
-3,256
-1% -$46.9K ﹤0.01% 2616
2016
Q3
$4.57M Sell
291,200
-692,139
-70% -$9.45M ﹤0.01% 2314
2016
Q2
$11.7M Buy
983,339
+699,539
+246% +$7.09M ﹤0.01% 1741
2016
Q1
$2.52M Sell
283,800
-191,915
-40% -$1.51M ﹤0.01% 2579
2015
Q4
$4.14M Sell
475,715
-87,519
-16% -$507K ﹤0.01% 2337
2015
Q3
$2.08M Sell
563,234
-12,566
-2% -$56.8K ﹤0.01% 2722
2015
Q2
$3.01M Buy
+575,800
New +$3.16M ﹤0.01% 2674
2015
Q1
Sell
-168,224
Closed -$753K 4132
2014
Q4
$753K Sell
168,224
-5,525
-3% -$25.7K ﹤0.01% 3489
2014
Q3
$1.14M Sell
173,749
-59,112
-25% -$384K ﹤0.01% 3259
2014
Q2
$1.68M Buy
+232,861
New +$1.64M ﹤0.01% 2632

Other funds holding FIVN