JP Morgan Chase
XM

JP Morgan Chase’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

JP Morgan Chase’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-151,300
Closed -$2.7M – 7488
2023
Q1 		$2.7M Buy
+151,300
New +$2.31M ﹤0.01% 3323
2021
Q4 		– Sell
-10,100
Closed -$432K – 7118
2021
Q3 		$432K Sell
10,100
-213,300
-95% -$9.02M ﹤0.01% 4816
2021
Q2 		$8.54M Buy
+223,400
New +$7.84M ﹤0.01% 2565

Other funds holding XM

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

JP Morgan Chase's XM Position: Q2 2023 in Review

JP Morgan Chase sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 311,446 shares — an estimated $5.55M sold.

JP Morgan Chase first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $11.6M in Q2 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • JP Morgan Chase reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 311,446 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $5.55M.
  • JP Morgan Chase first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
  • JP Morgan Chase's Qualtrics International Inc. Class A Common Stock position peaked at $11.6M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.