Eqis Capital Management, Inc. Jpmorgan Chase & CO Transaction History

Eqis Capital Management, Inc.

$1.19 Billion
Q2 2025

A detailed history of Eqis Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Eqis Capital Management, Inc. holds 7,147 shares of JPM stock, worth $2.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,147

Previous 7,499 4.69%

Holding current value

$2.2 Million

Previous $1.84 Million 12.62%

% of portfolio

0.17%

Previous 0.16%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$210.28 - $289.91 $74,018 - $102,048	-352 Reduced 4.69%	7,147 $2.07 Million
Q1 2025 May 14, 2025	SELL	$225.19 - $279.95 $158,083 - $196,524	-702 Reduced 8.56%	7,499 $1.84 Million
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $4,719 - $5,756	-23 Reduced 0.28%	8,201 $1.97 Million
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $108,559 - $125,213	557 Added 7.26%	8,224 $1.73 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $318,741 - $362,478	-1,770 Reduced 18.76%	7,667 $1.55 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $262,331 - $314,471	-1,570 Reduced 14.26%	9,437 $1.89 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $192,679 - $241,826	-1,420 Reduced 11.43%	11,007 $1.87 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $383,802 - $423,440	-2,680 Reduced 17.74%	12,427 $1.8 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $897,771 - $1.02 Million	7,043 Added 87.34%	15,107 $2.2 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $182,993 - $210,667	-1,465 Reduced 15.37%	8,064 $1.05 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $26,611 - $35,976	-261 Reduced 2.67%	9,529 $1.28 Million
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $15,278 - $88,867	-737 Reduced 7.0%	9,790 $1.02 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $13,851 - $16,716	123 Added 1.18%	10,527 $1.19 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $393,239 - $516,268	-3,065 Reduced 22.76%	10,404 $1.42 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $45,874 - $51,190	-298 Reduced 2.16%	13,469 $2.13 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $127,863 - $145,272	-870 Reduced 5.94%	13,767 $2.25 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $12,231 - $13,814	83 Added 0.57%	14,637 $2.28 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $19,727 - $24,751	-157 Reduced 1.07%	14,554 $2.22 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $172,806 - $227,455	1,790 Added 13.85%	14,711 $1.87 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $243,900 - $277,407	2,672 Added 26.07%	12,921 $1.24 Million
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $85,374 - $115,265	-1,016 Reduced 9.02%	10,249 $964,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $4,741 - $8,465	60 Added 0.54%	11,265 $1.55 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $225,988 - $281,727	-2,021 Reduced 15.28%	11,205 $1.56 Million
Q3 2019 Nov 05, 2019	SELL	$104.8 - $120.23 $23,370 - $26,811	-223 Reduced 1.66%	13,226 $1.56 Million
Q2 2019 Jul 18, 2019	SELL	$104.64 - $116.12 $125,672 - $139,460	-1,201 Reduced 8.2%	13,449 $1.5 Million
Q1 2019 Apr 18, 2019	BUY	$97.11 - $107.19 $555,080 - $612,698	5,716 Added 63.98%	14,650 $1.48 Million
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $610,151 - $763,649	-6,622 Reduced 42.57%	8,934 $872,000
Q3 2018 Oct 17, 2018	SELL	$103.61 - $118.63 $83,406 - $95,497	-805 Reduced 4.92%	15,556 $1.79 Million
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $376,309 - $416,587	-3,645 Reduced 18.22%	16,361 $1.71 Million
Q1 2018 Apr 06, 2018	SELL	$107.01 - $118.77 $119,851 - $133,022	-1,120 Reduced 5.3%	20,006 $2.2 Million
Q4 2017 Jan 25, 2018	SELL	$95.86 - $107.83 $71,607 - $80,549	-747 Reduced 3.42%	21,126 $2.26 Million
Q3 2017 Oct 03, 2017	BUY	$88.42 - $95.51 $1.93 Million - $2.09 Million	21,873	21,873 $2.09 Million

Others Institutions Holding JPM

# of Institutions

5,339

Shares Held

2.09B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $903B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Eqis Capital Management, Inc. Jpmorgan Chase & CO Transaction History