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 |
|