JP Morgan Chase
FIVN icon

JP Morgan Chase’s FIVE9 FIVN Stock Holding History

JP Morgan Chase’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-250,000
Closed -$5.01M – 7647
2025
Q4 		$5.01M Buy
+250,000
New +$5.31M ﹤0.01% 3314
2025
Q1 		– Sell
-121,300
Closed -$4.93M – 7436
2024
Q4 		$4.93M Hold
121,300
– – ﹤0.01% 3357
2024
Q3 		$3.48M Hold
121,300
– – ﹤0.01% 3510
2024
Q2 		$5.35M Hold
121,300
– – ﹤0.01% 2988
2024
Q1 		$7.53M Hold
121,300
– – ﹤0.01% 2742
2023
Q4 		$9.55M Hold
121,300
– – ﹤0.01% 2520
2023
Q3 		$7.8M Hold
121,300
– – ﹤0.01% 2481
2023
Q2 		$10M Buy
+121,300
New +$8.14M ﹤0.01% 2288
2022
Q1 		– Sell
-2,800
Closed -$384K – 6720
2021
Q4 		$384K Buy
+2,800
New +$414K ﹤0.01% 4997

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase's FIVN Position: Q2 2026 in Review

JP Morgan Chase reduced its FIVE9 (FIVN) stake by 45% in Q2 2026, selling an estimated $7.36M and leaving 459,891 shares worth $9.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

JP Morgan Chase first reported a position in FIVN in Q2 2014 and has held it in 48 quarters since. The position peaked at $440M in Q2 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • JP Morgan Chase held 459,891 shares of FIVE9 worth $9.87M as of Q2 2026.
  • JP Morgan Chase sold 372,863 FIVE9 shares in Q2 2026, an estimated $7.36M.
  • FIVE9 made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2813 holding.
  • JP Morgan Chase first reported a position in FIVE9 in Q2 2014 and has held it in 48 quarters since.
  • JP Morgan Chase's FIVE9 position peaked at $440M in Q2 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.