JPMorgan Chase & Co’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.1M | Buy |
2,086,127
+265,118
| +15% | +$5.36M | ﹤0.01% | 1295 |
|
2025
Q1 | $25M | Sell |
1,821,009
-21,932
| -1% | -$302K | ﹤0.01% | 1547 |
|
2024
Q4 | $21.8M | Sell |
1,842,941
-683,273
| -27% | -$8.1M | ﹤0.01% | 1685 |
|
2024
Q3 | $45.3M | Buy |
2,526,214
+2,316,389
| +1,104% | +$41.6M | ﹤0.01% | 1240 |
|
2024
Q2 | $3.69M | Sell |
209,825
-1,491
| -0.7% | -$26.2K | ﹤0.01% | 2718 |
|
2024
Q1 | $5.42M | Buy |
211,316
+190,152
| +898% | +$4.88M | ﹤0.01% | 2523 |
|
2023
Q4 | $552K | Sell |
21,164
-31,891
| -60% | -$831K | ﹤0.01% | 3849 |
|
2023
Q3 | $1.22M | Buy |
53,055
+31,148
| +142% | +$718K | ﹤0.01% | 3291 |
|
2023
Q2 | $514K | Sell |
21,907
-11,699,906
| -100% | -$274M | ﹤0.01% | 3755 |
|
2023
Q1 | $139M | Sell |
11,721,813
-991,926
| -8% | -$11.8M | 0.02% | 624 |
|
2022
Q4 | $195M | Buy |
12,713,739
+59,844
| +0.5% | +$918K | 0.03% | 485 |
|
2022
Q3 | $241M | Buy |
12,653,895
+2,674,592
| +27% | +$50.8M | 0.03% | 410 |
|
2022
Q2 | $179M | Buy |
9,979,303
+148,155
| +2% | +$2.66M | 0.03% | 509 |
|
2022
Q1 | $296M | Buy |
9,831,148
+9,375,380
| +2,057% | +$282M | 0.04% | 413 |
|
2021
Q4 | $13.1M | Sell |
455,768
-276,467
| -38% | -$7.95M | ﹤0.01% | 1890 |
|
2021
Q3 | $29.4M | Buy |
732,235
+334,451
| +84% | +$13.4M | ﹤0.01% | 1320 |
|
2021
Q2 | $17.3M | Sell |
397,784
-6,125,981
| -94% | -$267M | ﹤0.01% | 1741 |
|
2021
Q1 | $246M | Buy |
6,523,765
+191,056
| +3% | +$7.2M | 0.03% | 479 |
|
2020
Q4 | $251M | Sell |
6,332,709
-260,351
| -4% | -$10.3M | 0.04% | 432 |
|
2020
Q3 | $273M | Sell |
6,593,060
-898,343
| -12% | -$37.2M | 0.05% | 361 |
|
2020
Q2 | $315M | Sell |
7,491,403
-1,196,112
| -14% | -$50.2M | 0.06% | 299 |
|
2020
Q1 | $168M | Buy |
8,687,515
+3,774,925
| +77% | +$72.8M | 0.04% | 398 |
|
2019
Q4 | $189M | Buy |
+4,912,590
| New | +$189M | 0.04% | 412 |
|