Position history for IEQ CAPITAL, LLC's holdings in JPMORGAN CHASE & CO
IEQ CAPITAL, LLC holds 391,612 shares of JPM (JPMORGAN CHASE & CO), worth $126.2M as of 2025-Q4. The position was decreased (-2.0% shares). JPM represents 0.4% of IEQ CAPITAL, LLC's portfolio.
Current Value
$126.2M
Current Shares
391,612
Total Value Change
+$71.5M
Total Shares Change
+121,366
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |