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
2022 Q2	–	Sell	-230,000	Closed	-$6.57M	–	7078
2022 Q1	$6.57M	Sell	230,000 -10,000	-4%	-$289K	﹤0.01%	2768
2021 Q4	$8.5M	Sell	240,000 -114,100	-32%	-$4.43M	﹤0.01%	2600
2021 Q3	$15.1M	Sell	354,100 -237,700	-40%	-$10.1M	﹤0.01%	2000
2021 Q2	$22.6M	Buy	+591,800	New	+$20.8M	﹤0.01%	1729

Other funds holding XM

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.