JPMorgan Chase & Co’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Sell |
556,313
-4,386,456
| -89% | -$298M | ﹤0.01% | 1353 |
|
|
2025
Q1 | $269M | Sell |
4,942,769
-12,293,933
| -71% | -$668M | 0.02% | 549 |
|
|
2024
Q4 | $1.46B | Buy |
17,236,702
+1,348,606
| +8% | +$115M | 0.11% | 169 |
|
|
2024
Q3 | $1.07B | Buy |
15,888,096
+1,291,289
| +9% | +$86.7M | 0.08% | 215 |
|
|
2024
Q2 | $941M | Buy |
14,596,807
+6,340,148
| +77% | +$409M | 0.08% | 225 |
|
|
2024
Q1 | $698M | Buy |
8,256,659
+2,134,111
| +35% | +$181M | 0.06% | 283 |
|
|
2023
Q4 | $474M | Buy |
6,122,548
+1,968,541
| +47% | +$152M | 0.05% | 344 |
|
|
2023
Q3 | $184M | Sell |
4,154,007
-1,264,108
| -23% | -$55.9M | 0.02% | 544 |
|
|
2023
Q2 | $361M | Sell |
5,418,115
-2,016,089
| -27% | -$134M | 0.04% | 371 |
|
|
2023
Q1 | $510M | Buy |
7,434,204
+5,432,787
| +271% | +$373M | 0.06% | 291 |
|
|
2022
Q4 | $126M | Sell |
2,001,417
-545,525
| -21% | -$34.3M | 0.02% | 632 |
|
|
2022
Q3 | $140M | Buy |
2,546,942
+40,144
| +2% | +$2.21M | 0.02% | 565 |
|
|
2022
Q2 | $154M | Buy |
2,506,798
+1,392,230
| +125% | +$85.6M | 0.02% | 557 |
|
|
2022
Q1 | $151M | Sell |
1,114,568
-2,358,532
| -68% | -$320M | 0.02% | 630 |
|
|
2021
Q4 | $561M | Sell |
3,473,100
-710,212
| -17% | -$115M | 0.06% | 280 |
|
|
2021
Q3 | $1B | Buy |
4,183,312
+488,673
| +13% | +$117M | 0.12% | 176 |
|
|
2021
Q2 | $901M | Buy |
3,694,639
+19,890
| +0.5% | +$4.85M | 0.11% | 198 |
|
|
2021
Q1 | $834M | Sell |
3,674,749
-1,301,925
| -26% | -$296M | 0.11% | 186 |
|
|
2020
Q4 | $1.08B | Buy |
4,976,674
+562,904
| +13% | +$123M | 0.16% | 136 |
|
|
2020
Q3 | $727M | Buy |
4,413,770
+1,148,497
| +35% | +$189M | 0.12% | 164 |
|
|
2020
Q2 | $343M | Buy |
3,265,273
+180,806
| +6% | +$19M | 0.07% | 276 |
|
|
2020
Q1 | $162M | Buy |
3,084,467
+2,259,293
| +274% | +$118M | 0.04% | 413 |
|
|
2019
Q4 | $51.6M | Sell |
825,174
-1,253,832
| -60% | -$78.4M | 0.01% | 849 |
|
|
2019
Q3 | $129M | Sell |
2,079,006
-2,800,361
| -57% | -$173M | 0.03% | 544 |
|
|
2019
Q2 | $348M | Buy |
4,879,367
+859,175
| +21% | +$61.2M | 0.07% | 283 |
|
|
2019
Q1 | $301M | Sell |
4,020,192
-350,703
| -8% | -$26.3M | 0.06% | 305 |
|
|
2018
Q4 | $245M | Sell |
4,370,895
-233,069
| -5% | -$13.1M | 0.06% | 318 |
|
|
2018
Q3 | $456M | Sell |
4,603,964
-985,078
| -18% | -$97.5M | 0.09% | 226 |
|
|
2018
Q2 | $345M | Buy |
5,589,042
+983,375
| +21% | +$60.6M | 0.07% | 277 |
|
|
2018
Q1 | $227M | Buy |
4,605,667
+655,795
| +17% | +$32.3M | 0.05% | 374 |
|
|
2017
Q4 | $137M | Buy |
3,949,872
+1,803,459
| +84% | +$62.5M | 0.03% | 485 |
|
|
2017
Q3 | $61.2M | Buy |
2,146,413
+1,053,914
| +96% | +$30M | 0.01% | 759 |
|
|
2017
Q2 | $25.6M | Sell |
1,092,499
-491,399
| -31% | -$11.5M | 0.01% | 1168 |
|
|
2017
Q1 | $27.4M | Buy |
1,583,898
+1,448,443
| +1,069% | +$25M | 0.01% | 1133 |
|
|
2016
Q4 | $1.85M | Sell |
135,455
-5,254,247
| -97% | -$71.6M | ﹤0.01% | 2719 |
|
|
2016
Q3 | $62.8M | Buy |
+5,389,702
| New | +$62.8M | 0.02% | 678 |
|
|
2016
Q2 | – | Sell |
-6,186
| Closed | -$95K | – | 4371 |
|
|
2016
Q1 | $95K | Sell |
6,186
-486,442
| -99% | -$7.47M | ﹤0.01% | 3290 |
|
|
2015
Q4 | $6.45M | Buy |
+492,628
| New | +$6.45M | ﹤0.01% | 1817 |
|