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Bessemer Securities’s JPMorgan Chase JPM Stock Holding History

Bessemer Securities’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
2023
Q4 		– Sell
-11,170
Closed -$1.62M – 59
2023
Q3 		$1.62M Sell
11,170
-9,659
-46% -$1.45M 2.24% 7
2023
Q2 		$3.03M Sell
20,829
-11,900
-36% -$1.64M 2.01% 7
2023
Q1 		$4.26M Sell
32,729
-3,600
-10% -$493K 1.99% 6
2022
Q4 		$4.87M Hold
36,329
– – 2.18% 7
2022
Q3 		$3.8M Sell
36,329
-502
-1% -$57.6K 1.37% 12
2022
Q2 		$4.15M Buy
36,831
+7,050
+24% +$873K 1.45% 12
2022
Q1 		$4.06M Hold
29,781
– – 1.18% 16
2021
Q4 		$4.72M Buy
29,781
+4,847
+19% +$796K 1.28% 16
2021
Q3 		$4.08M Buy
24,934
+4,264
+21% +$668K 1.39% 11
2021
Q2 		$3.21M Buy
20,670
+3,750
+22% +$589K 1.26% 11
2021
Q1 		$2.58M Buy
16,920
+8,395
+98% +$1.21M 1.09% 12
2020
Q4 		$1.08M Buy
8,525
+1,150
+16% +$129K 0.45% 27
2020
Q3 		$710K Hold
7,375
– – 0.33% 34
2020
Q2 		$694K Hold
7,375
– – 0.35% 34
2020
Q1 		$664K Hold
7,375
– – 0.33% 50
2019
Q4 		$1.03M Sell
7,375
-310
-4% -$39.8K 0.4% 42
2019
Q3 		$904K Hold
7,685
– – 0.38% 47
2019
Q2 		$859K Hold
7,685
– – 0.36% 54
2019
Q1 		$778K Hold
7,685
– – 0.26% 58
2018
Q4 		$750K Buy
+7,685
New +$819K 0.28% 56
2015
Q4 		– Sell
-59,225
Closed -$3.61M – 32
2015
Q3 		$3.61M Buy
59,225
+8,500
+17% +$557K 1.39% 14
2015
Q2 		$3.44M Hold
50,725
– – 1.2% 20
2015
Q1 		$3.07M Hold
50,725
– – 1.05% 21
2014
Q4 		$3.17M Buy
50,725
+11,475
+29% +$691K 1.09% 20
2014
Q3 		$2.36M Hold
39,250
– – 1.17% 14
2014
Q2 		$2.26M Buy
+39,250
New +$2.21M 1.27% 16
2014
Q1 		– Sell
-33,800
Closed -$1.98M – 18
2013
Q4 		$1.98M Buy
+33,800
New +$1.85M 1.18% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bessemer Securities's JPM Position: Q4 2023 in Review

Bessemer Securities sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 11,170 shares — an estimated $1.62M sold.

Bessemer Securities first reported a position in JPM in Q4 2013 and held it in 27 quarters. The position peaked at $4.87M in Q4 2022. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Bessemer Securities reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • Bessemer Securities sold 11,170 JPMorgan Chase shares in Q4 2023, an estimated $1.62M.
  • Bessemer Securities first reported a position in JPMorgan Chase in Q4 2013 and held it in 27 quarters.
  • Bessemer Securities's JPMorgan Chase position peaked at $4.87M in Q4 2022.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.