Berkshire Hathaway
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Berkshire Hathaway’s JPMorgan Chase JPM Stock Holding History

Berkshire Hathaway’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-967,267
Closed -$93.1M – 49
2020
Q3 		$93.1M Sell
967,267
-21,241,160
-96% -$2.09B 0.04% 44
2020
Q2 		$2.09B Sell
22,208,427
-35,506,006
-62% -$3.37B 1.03% 13
2020
Q1 		$5.2B Sell
57,714,433
-1,800,499
-3% -$219M 2.96% 8
2019
Q4 		$8.3B Hold
59,514,932
– – 3.43% 7
2019
Q3 		$7B Hold
59,514,932
– – 3.26% 8
2019
Q2 		$6.65B Hold
59,514,932
– – 3.2% 8
2019
Q1 		$6.02B Buy
59,514,932
+9,398,538
+19% +$968M 3.02% 8
2018
Q4 		$4.89B Buy
50,116,394
+14,451,627
+41% +$1.54B 2.67% 8
2018
Q3 		$4.02B Buy
+35,664,767
New +$4.05B 1.82% 10

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return