Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-9,893
| Closed | -$1.62M | – | 82 |
|
|
2021
Q3 | $1.62M | Buy |
9,893
+296
| +3% | +$46.4K | 0.11% | 44 |
|
|
2021
Q2 | $1.49M | Buy |
9,597
+1,284
| +15% | +$202K | 0.11% | 43 |
|
|
2021
Q1 | $1.27M | Buy |
8,313
+305
| +4% | +$43.9K | 0.1% | 44 |
|
|
2020
Q4 | $1.02M | Sell |
8,008
-9,650
| -55% | -$1.08M | 0.08% | 47 |
|
|
2020
Q3 | $1.7M | Buy |
17,658
+316
| +2% | +$31K | 0.13% | 45 |
|
|
2020
Q2 | $1.63M | Buy |
17,342
+195
| +1% | +$18.5K | 0.13% | 44 |
|
|
2020
Q1 | $1.54M | Sell |
17,147
-1,087
| -6% | -$132K | 0.15% | 39 |
|
|
2019
Q4 | $2.54M | Buy |
18,234
+638
| +4% | +$81.8K | 0.21% | 34 |
|
|
2019
Q3 | $2.07M | Sell |
17,596
-492
| -3% | -$55.6K | 0.18% | 35 |
|
|
2019
Q2 | $2.02M | Sell |
18,088
-550
| -3% | -$60.6K | 0.18% | 34 |
|
|
2019
Q1 | $1.89M | Sell |
18,638
-114
| -0.6% | -$11.7K | 0.17% | 35 |
|
|
2018
Q4 | $1.83M | Sell |
18,752
-674
| -3% | -$71.8K | 0.19% | 35 |
|
|
2018
Q3 | $2.19M | Buy |
19,426
+1,460
| +8% | +$166K | 0.19% | 36 |
|
|
2018
Q2 | $1.87M | Sell |
17,966
-236
| -1% | -$25.9K | 0.18% | 36 |
|
|
2018
Q1 | $2M | Buy |
18,202
+9,512
| +109% | +$1.08M | 0.19% | 35 |
|
|
2017
Q4 | $929K | Buy |
8,690
+1,014
| +13% | +$103K | 0.08% | 50 |
|
|
2017
Q3 | $733K | Buy |
7,676
+2,410
| +46% | +$222K | 0.07% | 60 |
|
|
2017
Q2 | $481K | Sell |
5,266
-12
| -0.2% | -$1.03K | 0.05% | 68 |
|
|
2017
Q1 | $464K | Buy |
5,278
+548
| +12% | +$48.3K | 0.05% | 72 |
|
|
2016
Q4 | $408K | Sell |
4,730
-31
| -0.7% | -$2.36K | 0.04% | 78 |
|
|
2016
Q3 | $317K | Sell |
4,761
-541
| -10% | -$35.3K | 0.03% | 88 |
|
|
2016
Q2 | $329K | Buy |
5,302
+444
| +9% | +$27.7K | 0.04% | 88 |
|
|
2016
Q1 | $288K | Buy |
4,858
+470
| +11% | +$27.4K | 0.03% | 95 |
|
|
2015
Q4 | $290K | Hold |
4,388
| – | – | 0.04% | 89 |
|
|
2015
Q3 | $268K | Hold |
4,388
| – | – | 0.03% | 90 |
|
|
2015
Q2 | $297K | Buy |
4,388
+20
| +0.5% | +$1.31K | 0.04% | 87 |
|
|
2015
Q1 | $265K | Sell |
4,368
-493
| -10% | -$29.2K | 0.03% | 95 |
|
|
2014
Q4 | $304K | Sell |
4,861
-1,219
| -20% | -$73.4K | 0.04% | 89 |
|
|
2014
Q3 | $366K | Buy |
6,080
+1,642
| +37% | +$96K | 0.05% | 81 |
|
|
2014
Q2 | $256K | Buy |
4,438
+773
| +21% | +$43.5K | 0.03% | 90 |
|
|
2014
Q1 | $222K | Buy |
+3,665
| New | +$212K | 0.03% | 95 |
|
|
2013
Q3 | – | Sell |
-4,415
| Closed | -$233K | – | 95 |
|
|
2013
Q2 | $233K | Buy |
+4,415
| New | +$224K | 0.04% | 74 |
|
Other funds holding JPM
Bingham Osborn & Scarborough's JPM Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 9,893 shares — an estimated $1.62M sold.
Bingham Osborn & Scarborough first reported a position in JPM in Q2 2013 and held it in 32 quarters. The position peaked at $2.54M in Q4 2019. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 9,893 JPMorgan Chase shares in Q4 2021, an estimated $1.62M.
- Bingham Osborn & Scarborough first reported a position in JPMorgan Chase in Q2 2013 and held it in 32 quarters.
- Bingham Osborn & Scarborough's JPMorgan Chase position peaked at $2.54M in Q4 2019.
- 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.