Badgley, Phelps & Bell’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $44.3M | Buy |
285,094
+13,900
| +5% | +$2.18M | 1.65% | 12 |
|
|
2021
Q1 | $41.3M | Buy |
271,194
+1,176
| +0.4% | +$169K | 1.71% | 12 |
|
|
2020
Q4 | $34.3M | Buy |
270,018
+2,873
| +1% | +$321K | 1.49% | 15 |
|
|
2020
Q3 | $25.7M | Buy |
267,145
+4,007
| +2% | +$393K | 1.26% | 19 |
|
|
2020
Q2 | $24.8M | Buy |
263,138
+1,387
| +0.5% | +$132K | 1.36% | 14 |
|
|
2020
Q1 | $23.6M | Buy |
261,751
+7,934
| +3% | +$964K | 1.55% | 15 |
|
|
2019
Q4 | $35.4M | Buy |
253,817
+5,875
| +2% | +$753K | 1.86% | 9 |
|
|
2019
Q3 | $29.2M | Buy |
247,942
+7,770
| +3% | +$879K | 1.67% | 12 |
|
|
2019
Q2 | $26.9M | Buy |
240,172
+4,913
| +2% | +$542K | 1.57% | 11 |
|
|
2019
Q1 | $23.8M | Buy |
235,259
+15,596
| +7% | +$1.61M | 1.44% | 12 |
|
|
2018
Q4 | $21.4M | Sell |
219,663
-1,707
| -0.8% | -$182K | 1.55% | 13 |
|
|
2018
Q3 | $25M | Buy |
221,370
+5,848
| +3% | +$664K | 1.53% | 12 |
|
|
2018
Q2 | $22.5M | Buy |
215,522
+4,606
| +2% | +$505K | 1.46% | 12 |
|
|
2018
Q1 | $23.2M | Buy |
210,916
+7,381
| +4% | +$836K | 1.54% | 11 |
|
|
2017
Q4 | $21.8M | Sell |
203,535
-1,450
| -0.7% | -$147K | 1.49% | 12 |
|
|
2017
Q3 | $19.6M | Buy |
204,985
+4,274
| +2% | +$394K | 1.45% | 11 |
|
|
2017
Q2 | $18.3M | Buy |
200,711
+1,783
| +0.9% | +$154K | 1.43% | 10 |
|
|
2017
Q1 | $17.5M | Buy |
198,928
+1,735
| +0.9% | +$153K | 1.41% | 10 |
|
|
2016
Q4 | $17M | Buy |
197,193
+39,586
| +25% | +$3.02M | 1.48% | 9 |
|
|
2016
Q3 | $10.5M | Sell |
157,607
-1,719
| -1% | -$112K | 0.92% | 30 |
|
|
2016
Q2 | $9.9M | Buy |
159,326
+2,414
| +2% | +$151K | 0.9% | 34 |
|
|
2016
Q1 | $9.29M | Buy |
156,912
+5,949
| +4% | +$347K | 0.87% | 36 |
|
|
2015
Q4 | $9.97M | Buy |
150,963
+1,526
| +1% | +$99.4K | 0.98% | 34 |
|
|
2015
Q3 | $9.11M | Buy |
149,437
+4,015
| +3% | +$263K | 0.95% | 35 |
|
|
2015
Q2 | $9.85M | Buy |
145,422
+20
| +0% | +$1.31K | 0.96% | 38 |
|
|
2015
Q1 | $8.81M | Sell |
145,402
-2,089
| -1% | -$124K | 0.87% | 49 |
|
|
2014
Q4 | $9.23M | Sell |
147,491
-534
| -0.4% | -$32.1K | 0.9% | 47 |
|
|
2014
Q3 | $8.92M | Buy |
148,025
+1,041
| +0.7% | +$60.9K | 0.88% | 45 |
|
|
2014
Q2 | $8.47M | Sell |
146,984
-1,300
| -0.9% | -$73.1K | 0.84% | 47 |
|
|
2014
Q1 | $9M | Buy |
148,284
+1,353
| +0.9% | +$78.2K | 0.93% | 40 |
|
|
2013
Q4 | $8.59M | Buy |
146,931
+1,987
| +1% | +$109K | 0.9% | 46 |
|
|
2013
Q3 | $7.49M | Sell |
144,944
-1,295
| -0.9% | -$69.5K | 0.84% | 54 |
|
|
2013
Q2 | $7.72M | Buy |
+146,239
| New | +$7.43M | 0.91% | 48 |
|
Other funds holding JPM
WA
Badgley, Phelps & Bell's JPM Position: Q2 2021 in Review
Badgley, Phelps & Bell increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2021, buying an estimated $2.18M and bringing the position to 285,094 shares worth $44.3M. The position accounts for 1.65% of the portfolio, ranked #12.
Badgley, Phelps & Bell first reported a position in JPM in Q2 2013 and has held it in 33 quarters since. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.
- Badgley, Phelps & Bell held 285,094 shares of JPMorgan Chase worth $44.3M as of Q2 2021.
- Badgley, Phelps & Bell bought 13,900 JPMorgan Chase shares in Q2 2021, an estimated $2.18M.
- JPMorgan Chase made up 1.65% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #12 holding.
- Badgley, Phelps & Bell first reported a position in JPMorgan Chase in Q2 2013 and has held it in 33 quarters since.
- 3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.
Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.