JPMorgan Chase & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8M | Buy |
482,815
+174,555
| +57% | +$30.6M | 0.01% | 933 |
|
|
2025
Q1 | $55.8M | Buy |
308,260
+45,028
| +17% | +$8.15M | ﹤0.01% | 1130 |
|
|
2024
Q4 | $55.1M | Sell |
263,232
-32,342
| -11% | -$6.77M | ﹤0.01% | 1126 |
|
|
2024
Q3 | $63.4M | Sell |
295,574
-502,880
| -63% | -$108M | ﹤0.01% | 1072 |
|
|
2024
Q2 | $161M | Sell |
798,454
-316,003
| -28% | -$63.6M | 0.01% | 689 |
|
|
2024
Q1 | $272M | Buy |
1,114,457
+89,916
| +9% | +$21.9M | 0.02% | 523 |
|
|
2023
Q4 | $222M | Sell |
1,024,541
-32,567
| -3% | -$7.07M | 0.02% | 542 |
|
|
2023
Q3 | $220M | Sell |
1,057,108
-50,119
| -5% | -$10.4M | 0.02% | 494 |
|
|
2023
Q2 | $238M | Buy |
1,107,227
+115,989
| +12% | +$25M | 0.03% | 481 |
|
|
2023
Q1 | $229M | Buy |
991,238
+30,593
| +3% | +$7.07M | 0.03% | 472 |
|
|
2022
Q4 | $219M | Sell |
960,645
-65,056
| -6% | -$14.9M | 0.03% | 461 |
|
|
2022
Q3 | $205M | Sell |
1,025,701
-38,566
| -4% | -$7.71M | 0.03% | 452 |
|
|
2022
Q2 | $193M | Sell |
1,064,267
-19,432
| -2% | -$3.53M | 0.03% | 490 |
|
|
2022
Q1 | $208M | Buy |
1,083,699
+223,005
| +26% | +$42.8M | 0.03% | 523 |
|
|
2021
Q4 | $203M | Sell |
860,694
-48,372
| -5% | -$11.4M | 0.02% | 523 |
|
|
2021
Q3 | $188M | Sell |
909,066
-301,205
| -25% | -$62.3M | 0.02% | 561 |
|
|
2021
Q2 | $266M | Sell |
1,210,271
-102,609
| -8% | -$22.6M | 0.03% | 487 |
|
|
2021
Q1 | $275M | Buy |
1,312,880
+6,084
| +0.5% | +$1.27M | 0.04% | 448 |
|
|
2020
Q4 | $260M | Sell |
1,306,796
-158,564
| -11% | -$31.6M | 0.04% | 423 |
|
|
2020
Q3 | $266M | Buy |
1,465,360
+52,493
| +4% | +$9.54M | 0.04% | 369 |
|
|
2020
Q2 | $223M | Sell |
1,412,867
-24,714
| -2% | -$3.91M | 0.04% | 391 |
|
|
2020
Q1 | $199M | Buy |
1,437,581
+212,397
| +17% | +$29.3M | 0.05% | 347 |
|
|
2019
Q4 | $211M | Sell |
1,225,184
-139,347
| -10% | -$24M | 0.04% | 387 |
|
|
2019
Q3 | $224M | Sell |
1,364,531
-101,614
| -7% | -$16.7M | 0.04% | 382 |
|
|
2019
Q2 | $249M | Sell |
1,466,145
-91,844
| -6% | -$15.6M | 0.05% | 360 |
|
|
2019
Q1 | $236M | Sell |
1,557,989
-15,911
| -1% | -$2.41M | 0.05% | 368 |
|
|
2018
Q4 | $199M | Sell |
1,573,900
-91,382
| -5% | -$11.5M | 0.05% | 377 |
|
|
2018
Q3 | $251M | Sell |
1,665,282
-356,102
| -18% | -$53.7M | 0.05% | 370 |
|
|
2018
Q2 | $276M | Sell |
2,021,384
-157,654
| -7% | -$21.5M | 0.06% | 326 |
|
|
2018
Q1 | $311M | Buy |
2,179,038
+75,886
| +4% | +$10.8M | 0.07% | 287 |
|
|
2017
Q4 | $278M | Sell |
2,103,152
-20,842
| -1% | -$2.75M | 0.06% | 317 |
|
|
2017
Q3 | $260M | Sell |
2,123,994
-20,992
| -1% | -$2.57M | 0.06% | 323 |
|
|
2017
Q2 | $242M | Sell |
2,144,986
-716,616
| -25% | -$81M | 0.06% | 328 |
|
|
2017
Q1 | $268M | Sell |
2,861,602
-28,080
| -1% | -$2.63M | 0.06% | 294 |
|
|
2016
Q4 | $260M | Buy |
2,889,682
+63,429
| +2% | +$5.71M | 0.06% | 290 |
|
|
2016
Q3 | $264M | Buy |
2,826,253
+163,006
| +6% | +$15.3M | 0.07% | 290 |
|
|
2016
Q2 | $219M | Sell |
2,663,247
-293,560
| -10% | -$24.1M | 0.05% | 324 |
|
|
2016
Q1 | $245M | Sell |
2,956,807
-436,875
| -13% | -$36.2M | 0.06% | 306 |
|
|
2015
Q4 | $260M | Sell |
3,393,682
-51,791
| -2% | -$3.97M | 0.07% | 299 |
|
|
2015
Q3 | $246M | Sell |
3,445,473
-311,739
| -8% | -$22.2M | 0.07% | 289 |
|
|
2015
Q2 | $295M | Sell |
3,757,212
-397,942
| -10% | -$31.3M | 0.07% | 298 |
|
|
2015
Q1 | $315M | Sell |
4,155,154
-8,390
| -0.2% | -$636K | 0.07% | 300 |
|
|
2014
Q4 | $324M | Sell |
4,163,544
-23,697
| -0.6% | -$1.84M | 0.07% | 291 |
|
|
2014
Q3 | $303M | Buy |
4,187,241
+48,933
| +1% | +$3.54M | 0.07% | 283 |
|
|
2014
Q2 | $334M | Buy |
4,138,308
+52,433
| +1% | +$4.23M | 0.08% | 267 |
|
|
2014
Q1 | $298M | Sell |
4,085,875
-73,245
| -2% | -$5.34M | 0.08% | 265 |
|
|
2013
Q4 | $307M | Sell |
4,159,120
-223,254
| -5% | -$16.5M | 0.09% | 247 |
|
|
2013
Q3 | $286M | Buy |
4,382,374
+193,798
| +5% | +$12.6M | 0.08% | 254 |
|
|
2013
Q2 | $225M | Buy |
+4,188,576
| New | +$225M | 0.07% | 282 |
|