JP Morgan Chase’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $172M | Buy |
3,009,725
+2,421,220
| +411% | +$147M | 0.01% | 758 |
|
|
2025
Q4 | $38.3M | Sell |
588,505
-402,742
| -41% | -$27.8M | ﹤0.01% | 1545 |
|
|
2025
Q3 | $71.6M | Buy |
991,247
+434,934
| +78% | +$32.6M | ﹤0.01% | 1174 |
|
|
2025
Q2 | $37.8M | Sell |
556,313
-4,386,456
| -89% | -$255M | ﹤0.01% | 1502 |
|
|
2025
Q1 | $269M | Sell |
4,942,769
-12,293,933
| -71% | -$918M | 0.02% | 581 |
|
|
2024
Q4 | $1.46B | Buy |
17,236,702
+1,348,606
| +8% | +$111M | 0.12% | 182 |
|
|
2024
Q3 | $1.07B | Buy |
15,888,096
+1,291,289
| +9% | +$83.4M | 0.09% | 227 |
|
|
2024
Q2 | $941M | Buy |
14,596,807
+6,340,148
| +77% | +$444M | 0.08% | 239 |
|
|
2024
Q1 | $698M | Buy |
8,256,659
+2,134,111
| +35% | +$154M | 0.06% | 299 |
|
|
2023
Q4 | $474M | Buy |
6,122,548
+1,968,541
| +47% | +$111M | 0.05% | 369 |
|
|
2023
Q3 | $184M | Sell |
4,154,007
-1,264,108
| -23% | -$78.3M | 0.02% | 583 |
|
|
2023
Q2 | $361M | Sell |
5,418,115
-2,016,089
| -27% | -$126M | 0.04% | 393 |
|
|
2023
Q1 | $510M | Buy |
7,434,204
+5,432,787
| +271% | +$407M | 0.07% | 309 |
|
|
2022
Q4 | $126M | Sell |
2,001,417
-545,525
| -21% | -$33.7M | 0.02% | 684 |
|
|
2022
Q3 | $140M | Buy |
2,546,942
+40,144
| +2% | +$2.84M | 0.02% | 604 |
|
|
2022
Q2 | $154M | Buy |
2,506,798
+1,392,230
| +125% | +$127M | 0.02% | 591 |
|
|
2022
Q1 | $151M | Sell |
1,114,568
-2,358,532
| -68% | -$286M | 0.02% | 669 |
|
|
2021
Q4 | $561M | Sell |
3,473,100
-710,212
| -17% | -$154M | 0.07% | 301 |
|
|
2021
Q3 | $1B | Buy |
4,183,312
+488,673
| +13% | +$126M | 0.13% | 186 |
|
|
2021
Q2 | $901M | Buy |
3,694,639
+19,890
| +0.5% | +$4.61M | 0.12% | 211 |
|
|
2021
Q1 | $834M | Sell |
3,674,749
-1,301,925
| -26% | -$305M | 0.12% | 196 |
|
|
2020
Q4 | $1.08B | Buy |
4,976,674
+562,904
| +13% | +$110M | 0.17% | 147 |
|
|
2020
Q3 | $727M | Buy |
4,413,770
+1,148,497
| +35% | +$162M | 0.13% | 175 |
|
|
2020
Q2 | $343M | Buy |
3,265,273
+180,806
| +6% | +$13.8M | 0.07% | 290 |
|
|
2020
Q1 | $162M | Buy |
3,084,467
+2,259,293
| +274% | +$155M | 0.04% | 435 |
|
|
2019
Q4 | $51.6M | Sell |
825,174
-1,253,832
| -60% | -$80.1M | 0.01% | 943 |
|
|
2019
Q3 | $129M | Sell |
2,079,006
-2,800,361
| -57% | -$190M | 0.03% | 581 |
|
|
2019
Q2 | $348M | Buy |
4,879,367
+859,175
| +21% | +$60M | 0.07% | 297 |
|
|
2019
Q1 | $301M | Sell |
4,020,192
-350,703
| -8% | -$25.4M | 0.07% | 320 |
|
|
2018
Q4 | $245M | Sell |
4,370,895
-233,069
| -5% | -$16.5M | 0.06% | 339 |
|
|
2018
Q3 | $456M | Sell |
4,603,964
-985,078
| -18% | -$76M | 0.09% | 242 |
|
|
2018
Q2 | $345M | Buy |
5,589,042
+983,375
| +21% | +$54.1M | 0.08% | 293 |
|
|
2018
Q1 | $227M | Buy |
4,605,667
+655,795
| +17% | +$30.1M | 0.05% | 392 |
|
|
2017
Q4 | $137M | Buy |
3,949,872
+1,803,459
| +84% | +$66M | 0.03% | 522 |
|
|
2017
Q3 | $61.1M | Buy |
2,146,413
+1,053,914
| +96% | +$27.6M | 0.01% | 820 |
|
|
2017
Q2 | $25.6M | Sell |
1,092,499
-491,399
| -31% | -$10.2M | 0.01% | 1290 |
|
|
2017
Q1 | $27.4M | Buy |
1,583,898
+1,448,443
| +1,069% | +$22.7M | 0.01% | 1262 |
|
|
2016
Q4 | $1.85M | Sell |
135,455
-5,254,247
| -97% | -$65.4M | ﹤0.01% | 3120 |
|
|
2016
Q3 | $62.8M | Buy |
+5,389,702
| New | +$58.9M | 0.02% | 739 |
|
|
2016
Q2 | – | Sell |
-6,186
| Closed | -$95K | – | 5001 |
|
|
2016
Q1 | $95K | Sell |
6,186
-486,442
| -99% | -$5.27M | ﹤0.01% | 3768 |
|
|
2015
Q4 | $6.45M | Buy |
+492,628
| New | +$6.07M | ﹤0.01% | 2069 |
|
Other funds holding XYZ
VCM
VPM
