JP Morgan Chase’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.87M | Buy |
444,051
+9,558
| +2% | +$185K | ﹤0.01% | 2901 |
|
|
2025
Q4 | $7.11M | Sell |
434,493
-882,103
| -67% | -$15.5M | ﹤0.01% | 3001 |
|
|
2025
Q3 | $24.7M | Sell |
1,316,596
-769,531
| -37% | -$13.8M | ﹤0.01% | 1924 |
|
|
2025
Q2 | $42.1M | Buy |
2,086,127
+265,118
| +15% | +$4.58M | ﹤0.01% | 1431 |
|
|
2025
Q1 | $25M | Sell |
1,821,009
-21,932
| -1% | -$302K | ﹤0.01% | 1738 |
|
|
2024
Q4 | $21.8M | Sell |
1,842,941
-683,273
| -27% | -$10.8M | ﹤0.01% | 1964 |
|
|
2024
Q3 | $45.3M | Buy |
2,526,214
+2,316,389
| +1,104% | +$42.2M | ﹤0.01% | 1392 |
|
|
2024
Q2 | $3.69M | Sell |
209,825
-1,491
| -0.7% | -$30.8K | ﹤0.01% | 3281 |
|
|
2024
Q1 | $5.42M | Buy |
211,316
+190,152
| +898% | +$4.77M | ﹤0.01% | 3035 |
|
|
2023
Q4 | $552K | Sell |
21,164
-31,891
| -60% | -$728K | ﹤0.01% | 4726 |
|
|
2023
Q3 | $1.22M | Buy |
53,055
+31,148
| +142% | +$781K | ﹤0.01% | 3927 |
|
|
2023
Q2 | $514K | Sell |
21,907
-11,699,906
| -100% | -$199M | ﹤0.01% | 4476 |
|
|
2023
Q1 | $139M | Sell |
11,721,813
-991,926
| -8% | -$14.1M | 0.02% | 671 |
|
|
2022
Q4 | $195M | Buy |
12,713,739
+59,844
| +0.5% | +$1.05M | 0.03% | 520 |
|
|
2022
Q3 | $241M | Buy |
12,653,895
+2,674,592
| +27% | +$53.1M | 0.04% | 438 |
|
|
2022
Q2 | $179M | Buy |
9,979,303
+148,155
| +2% | +$3.41M | 0.03% | 540 |
|
|
2022
Q1 | $296M | Buy |
9,831,148
+9,375,380
| +2,057% | +$292M | 0.04% | 439 |
|
|
2021
Q4 | $13.1M | Sell |
455,768
-276,467
| -38% | -$9M | ﹤0.01% | 2207 |
|
|
2021
Q3 | $29.4M | Buy |
732,235
+334,451
| +84% | +$14.9M | ﹤0.01% | 1481 |
|
|
2021
Q2 | $17.3M | Sell |
397,784
-6,125,981
| -94% | -$253M | ﹤0.01% | 1974 |
|
|
2021
Q1 | $246M | Buy |
6,523,765
+191,056
| +3% | +$8.16M | 0.04% | 510 |
|
|
2020
Q4 | $251M | Sell |
6,332,709
-260,351
| -4% | -$10.6M | 0.04% | 460 |
|
|
2020
Q3 | $273M | Sell |
6,593,060
-898,343
| -12% | -$41M | 0.05% | 383 |
|
|
2020
Q2 | $315M | Sell |
7,491,403
-1,196,112
| -14% | -$36.7M | 0.06% | 313 |
|
|
2020
Q1 | $168M | Buy |
8,687,515
+3,774,925
| +77% | +$128M | 0.04% | 420 |
|
|
2019
Q4 | $189M | Buy |
+4,912,590
| New | +$184M | 0.04% | 446 |
|
Other funds holding XP
AIM
GA
