Aperio Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $293M | Buy |
2,303,565
+78,148
| +4% | +$8.73M | 0.87% | 11 |
|
|
2020
Q3 | $214M | Buy |
2,225,417
+27,661
| +1% | +$2.72M | 0.72% | 18 |
|
|
2020
Q2 | $207M | Sell |
2,197,756
-166,121
| -7% | -$15.8M | 0.76% | 15 |
|
|
2020
Q1 | $213M | Sell |
2,363,877
-167,894
| -7% | -$20.4M | 0.94% | 11 |
|
|
2019
Q4 | $353M | Buy |
2,531,771
+70,906
| +3% | +$9.09M | 1.27% | 6 |
|
|
2019
Q3 | $290M | Buy |
2,460,865
+47,063
| +2% | +$5.32M | 1.14% | 5 |
|
|
2019
Q2 | $270M | Buy |
2,413,802
+137,399
| +6% | +$15.1M | 1.1% | 7 |
|
|
2019
Q1 | $230M | Buy |
2,276,403
+99,522
| +5% | +$10.3M | 0.99% | 8 |
|
|
2018
Q4 | $213M | Sell |
2,176,881
-31,996
| -1% | -$3.41M | 1.07% | 8 |
|
|
2018
Q3 | $249M | Buy |
2,208,877
+45,307
| +2% | +$5.14M | 1.1% | 6 |
|
|
2018
Q2 | $225M | Buy |
2,163,570
+79,904
| +4% | +$8.77M | 1.08% | 7 |
|
|
2018
Q1 | $229M | Buy |
2,083,666
+98,458
| +5% | +$11.1M | 1.14% | 6 |
|
|
2017
Q4 | $212M | Buy |
1,985,208
+102,462
| +5% | +$10.4M | 1.08% | 6 |
|
|
2017
Q3 | $180M | Buy |
1,882,746
+122,261
| +7% | +$11.3M | 1.01% | 7 |
|
|
2017
Q2 | $161M | Buy |
1,760,485
+165,272
| +10% | +$14.3M | 0.99% | 6 |
|
|
2017
Q1 | $140M | Buy |
1,595,213
+69,795
| +5% | +$6.16M | 0.96% | 7 |
|
|
2016
Q4 | $132M | Sell |
1,525,418
-61,872
| -4% | -$4.72M | 1.01% | 8 |
|
|
2016
Q3 | $106M | Buy |
1,587,290
+127,607
| +9% | +$8.32M | 0.77% | 13 |
|
|
2016
Q2 | $90.7M | Buy |
1,459,683
+59,832
| +4% | +$3.74M | 0.71% | 16 |
|
|
2016
Q1 | $82.9M | Buy |
1,399,851
+3,592
| +0.3% | +$210K | 0.71% | 16 |
|
|
2015
Q4 | $92.2M | Buy |
1,396,259
+86,060
| +7% | +$5.6M | 0.84% | 10 |
|
|
2015
Q3 | $79.9M | Buy |
1,310,199
+162,277
| +14% | +$10.6M | 0.81% | 9 |
|
|
2015
Q2 | $77.8M | Buy |
1,147,922
+129,740
| +13% | +$8.47M | 0.8% | 10 |
|
|
2015
Q1 | $61.7M | Buy |
1,018,182
+78,497
| +8% | +$4.65M | 0.69% | 14 |
|
|
2014
Q4 | $58.8M | Buy |
939,685
+99,727
| +12% | +$6M | 0.72% | 12 |
|
|
2014
Q3 | $50.6M | Buy |
839,958
+70,459
| +9% | +$4.12M | 0.68% | 17 |
|
|
2014
Q2 | $44.3M | Sell |
769,499
-48,487
| -6% | -$2.73M | 0.64% | 17 |
|
|
2014
Q1 | $49.7M | Buy |
+817,986
| New | +$47.3M | 0.7% | 12 |
|
|
2013
Q4 | – | Sell |
-663,604
| Closed | -$36.4M | – | 12 |
|
|
2013
Q3 | $34.3M | Buy |
663,604
+68,014
| +11% | +$3.65M | 0.66% | 12 |
|
|
2013
Q2 | $31.4M | Buy |
+595,590
| New | +$30.3M | 0.75% | 13 |
|
Other funds holding JPM
Aperio Group's JPM Position: Q4 2020 in Review
Aperio Group increased its JPMorgan Chase (JPM) stake by 3.5% in Q4 2020, buying an estimated $8.73M and bringing the position to 2,303,565 shares worth $293M. The position accounts for 0.87% of the portfolio, ranked #11.
Aperio Group first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $353M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.
- Aperio Group held 2,303,565 shares of JPMorgan Chase worth $293M as of Q4 2020.
- Aperio Group bought 78,148 JPMorgan Chase shares in Q4 2020, an estimated $8.73M.
- JPMorgan Chase made up 0.87% of Aperio Group's portfolio in Q4 2020, its #11 holding.
- Aperio Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's JPMorgan Chase position peaked at $353M in Q4 2019.
- 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.