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JPM
Showing 8 of 26 quarters

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

IEQ CAPITAL, LLC holds 394,889 shares of JPM (JPMORGAN CHASE & CO), worth $116.2M as of 2026-Q1. The position was increased (+0.8% shares). JPM represents 0.5% of IEQ CAPITAL, LLC's portfolio.

Current Value

$116.2M

Current Shares

394,889

Total Value Change

+$61.5M

Total Shares Change

+124,643

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
394,889
+0.8%
$116.2M0.5%$300.26
43
2025-Q4
Decreased
391,612
-2.0%
$126.2M0.4%$321.97
0
2025-Q3
Increased
399,506
+15.2%
$126M0.4%$312.75
41
2025-Q2
Increased
346,774
+7.3%
$100.5M0.6%$283.07
45
2025-Q1
Increased
323,017
+7.0%
$79.2M0.6%$237.97
45
2024-Q4
Increased
301,997
+7.7%
$72.4M0.7%$233.31
45
2024-Q3
Increased
280,335
+3.7%
$59.1M0.7%$203.96
43
2024-Q2
Increased
270,246
+6.6%
$54.7M0.7%$194.90
44

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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