JPMorgan Chase & Co’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
67,198
+24,116
+56% +$639K ﹤0.01% 3407
2025
Q1
$1.17M Sell
43,082
-36,260
-46% -$984K ﹤0.01% 3574
2024
Q4
$3.22M Sell
79,342
-511,298
-87% -$20.8M ﹤0.01% 3078
2024
Q3
$17M Buy
590,640
+132,182
+29% +$3.8M ﹤0.01% 1811
2024
Q2
$20.2M Sell
458,458
-46,933
-9% -$2.07M ﹤0.01% 1653
2024
Q1
$31.4M Sell
505,391
-305,698
-38% -$19M ﹤0.01% 1419
2023
Q4
$63.8M Sell
811,089
-995,846
-55% -$78.4M 0.01% 1000
2023
Q3
$116M Sell
1,806,935
-299,845
-14% -$19.3M 0.01% 692
2023
Q2
$174M Buy
2,106,780
+425,220
+25% +$35.1M 0.02% 582
2023
Q1
$122M Sell
1,681,560
-415,113
-20% -$30M 0.01% 677
2022
Q4
$142M Buy
2,096,673
+538,822
+35% +$36.6M 0.02% 589
2022
Q3
$117M Sell
1,557,851
-5,666
-0.4% -$425K 0.02% 618
2022
Q2
$142M Buy
1,563,517
+387,103
+33% +$35.3M 0.02% 582
2022
Q1
$130M Buy
1,176,414
+361,035
+44% +$39.9M 0.02% 686
2021
Q4
$112M Sell
815,379
-1,163,298
-59% -$160M 0.01% 771
2021
Q3
$316M Sell
1,978,677
-423,068
-18% -$67.6M 0.04% 409
2021
Q2
$440M Buy
2,401,745
+382,884
+19% +$70.2M 0.05% 342
2021
Q1
$316M Buy
2,018,861
+324,637
+19% +$50.8M 0.04% 407
2020
Q4
$295M Buy
1,694,224
+1,147,711
+210% +$200M 0.04% 390
2020
Q3
$70.4M Buy
546,513
+101,139
+23% +$13M 0.01% 765
2020
Q2
$49.3M Buy
445,374
+114,419
+35% +$12.7M 0.01% 833
2020
Q1
$25.3M Buy
330,955
+227,196
+219% +$17.4M 0.01% 1018
2019
Q4
$6.8M Sell
103,759
-117,124
-53% -$7.68M ﹤0.01% 2008
2019
Q3
$11.9M Buy
220,883
+121,573
+122% +$6.53M ﹤0.01% 1680
2019
Q2
$5.03M Sell
99,310
-93,276
-48% -$4.73M ﹤0.01% 2130
2019
Q1
$10.2M Buy
192,586
+32,240
+20% +$1.7M ﹤0.01% 1705
2018
Q4
$7.01M Sell
160,346
-97,717
-38% -$4.27M ﹤0.01% 1886
2018
Q3
$11.3M Buy
258,063
+60,250
+30% +$2.63M ﹤0.01% 1778
2018
Q2
$6.84M Buy
197,813
+41,158
+26% +$1.42M ﹤0.01% 2063
2018
Q1
$4.67M Sell
156,655
-2,757
-2% -$82.1K ﹤0.01% 2256
2017
Q4
$3.97M Buy
159,412
+8,409
+6% +$209K ﹤0.01% 2388
2017
Q3
$3.54M Sell
151,003
-2,415
-2% -$56.5K ﹤0.01% 2366
2017
Q2
$3.3M Sell
153,418
-25,838
-14% -$556K ﹤0.01% 2359
2017
Q1
$2.95M Sell
179,256
-108,688
-38% -$1.79M ﹤0.01% 2407
2016
Q4
$4.09M Sell
287,944
-3,256
-1% -$46.2K ﹤0.01% 2280
2016
Q3
$4.57M Sell
291,200
-692,139
-70% -$10.9M ﹤0.01% 2056
2016
Q2
$11.7M Buy
983,339
+699,539
+246% +$8.32M ﹤0.01% 1555
2016
Q1
$2.52M Sell
283,800
-191,915
-40% -$1.71M ﹤0.01% 2276
2015
Q4
$4.14M Sell
475,715
-87,519
-16% -$761K ﹤0.01% 2042
2015
Q3
$2.08M Sell
563,234
-12,566
-2% -$46.5K ﹤0.01% 2351
2015
Q2
$3.01M Buy
+575,800
New +$3.01M ﹤0.01% 2322
2015
Q1
Sell
-168,224
Closed -$753K 3453
2014
Q4
$753K Sell
168,224
-5,525
-3% -$24.7K ﹤0.01% 2896
2014
Q3
$1.14M Sell
173,749
-59,112
-25% -$386K ﹤0.01% 2697
2014
Q2
$1.68M Buy
+232,861
New +$1.68M ﹤0.01% 2563