How many shares of JPM does IEQ CAPITAL, LLC own?

As of 2026-Q2, IEQ CAPITAL, LLC holds 374,144 shares of JPM (JPMORGAN CHASE & CO).

What is IEQ CAPITAL, LLC's JPM position worth?

As of 2026-Q2, IEQ CAPITAL, LLC's JPM position is worth $122.5M.

In 2026-Q2, IEQ CAPITAL, LLC decreased their JPM position (-5.3% change in shares).

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in JPM in 2019-Q4. They have held the position across 27 quarters.

Position history for IEQ CAPITAL, LLC's holdings in JPMORGAN CHASE & CO

Current Value

$122.5M

Current Shares

374,144

Total Value Change

+$108.4M

Total Shares Change

+273,113

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	374,144	-5.3%	$122.5M	0.6%	$325.86	0
2026-Q1	Increased	394,889	+0.8%	$116.2M	0.5%	$300.26	43
2025-Q4	Decreased	391,612	-2.0%	$126.2M	0.4%	$321.97	0
2025-Q3	Increased	399,506	+15.2%	$126M	0.4%	$312.75	41
2025-Q2	Increased	346,774	+7.3%	$100.5M	0.6%	$283.07	45
2025-Q1	Increased	323,017	+7.0%	$79.2M	0.6%	$237.97	45
2024-Q4	Increased	301,997	+7.7%	$72.4M	0.7%	$233.31	45
2024-Q3	Increased	280,335	+3.7%	$59.1M	0.7%	$203.96	43
2024-Q2	Increased	270,246	+6.6%	$54.7M	0.7%	$194.90	44
2024-Q1	Increased	253,481	+4.5%	$50.8M	0.7%	$191.89	43
2023-Q4	Increased	242,630	+4.2%	$41.3M	0.7%	$161.96	43
2023-Q3	Increased	232,798	+1.7%	$33.8M	0.7%	$137.07	41
2023-Q2	Increased	228,927	+4.6%	$33.3M	0.7%	$134.64	43
2023-Q1	Increased	218,943	+2.4%	$28.5M	0.7%	$119.92	41
2022-Q4	Increased	213,839	+4.9%	$28.7M	0.8%	$123.99	43
2022-Q3	Increased	203,905	+18.9%	$21.3M	0.6%	$97.28	47
2022-Q2	Decreased	171,466	-3.3%	$19.3M	0.6%	$104.73	0
2022-Q1	Decreased	177,273	-2.5%	$24.2M	0.6%	$126.72	0
2021-Q4	Increased	181,911	+2.1%	$28.8M	0.7%	$142.04	41
2021-Q3	Increased	178,230	+4.2%	$29.2M	0.8%	$147.85	42
2021-Q2	Increased	171,017	+11.0%	$26.6M	0.8%	$136.54	45
2021-Q1	Increased	154,032	+6.7%	$23.4M	1.0%	$136.04	43
2020-Q4	Increased	144,426	+10.0%	$18.4M	0.8%	$109.61	44
2020-Q3	Increased	131,332	+1.1%	$12.6M	0.7%	$82.60	40
2020-Q2	Decreased	129,945	-11.1%	$12.2M	0.8%	$79.79	0
2020-Q1	Increased	146,094	+44.6%	$13.2M	1.1%	$79.39	60
2019-Q4	New	101,031	-	$14.1M	1.2%	$116.96	64