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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's FIVN Position: Q1 2026 in Review

JP Morgan Chase increased its FIVE9 (FIVN) stake by 1,265% in Q1 2026, buying an estimated $13.4M and bringing the position to 832,754 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

JP Morgan Chase first reported a position in FIVN in Q2 2014 and has held it in 47 quarters since. The position peaked at $440M in Q2 2021. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

JP Morgan Chase held 832,754 shares of FIVE9 worth $12.3M as of Q1 2026.
JP Morgan Chase bought 771,757 FIVE9 shares in Q1 2026, an estimated $13.4M.
FIVE9 made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2493 holding.
JP Morgan Chase first reported a position in FIVE9 in Q2 2014 and has held it in 47 quarters since.
JP Morgan Chase's FIVE9 position peaked at $440M in Q2 2021.
290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.