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Berry Group’s JPMorgan Chase JPM Stock Holding History

Berry Group’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 		$4.77M Buy
37,549
+608
+2% +$68K 2.15% 15
2020
Q3 		$3.56M Buy
36,941
+1,618
+5% +$159K 1.91% 19
2020
Q2 		$3.32M Hold
35,323
– – 2.06% 18
2020
Q1 		$3.18M Buy
35,323
+18,207
+106% +$2.21M 2.4% 14
2019
Q4 		$2.39M Buy
+17,116
New +$2.2M 1.29% 23

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Berry Group's JPM Position: Q4 2020 in Review

Berry Group increased its JPMorgan Chase (JPM) stake by 1.6% in Q4 2020, buying an estimated $68K and bringing the position to 37,549 shares worth $4.77M. The position accounts for 2.15% of the portfolio, ranked #15.

Berry Group first reported a position in JPM in Q4 2019 and has held it in 5 quarters since. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Berry Group held 37,549 shares of JPMorgan Chase worth $4.77M as of Q4 2020.
  • Berry Group bought 608 JPMorgan Chase shares in Q4 2020, an estimated $68K.
  • JPMorgan Chase made up 2.15% of Berry Group's portfolio in Q4 2020, its #15 holding.
  • Berry Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 5 quarters since.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.