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Bowie Capital Management’s JPMorgan Chase JPM Stock Holding History

Bowie Capital Management’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
-102,000
Closed -$9.82M – 42
2020
Q3 		$9.82M Sell
102,000
-2,000
-2% -$196K 1.57% 23
2020
Q2 		$9.78M Buy
104,000
+70,000
+206% +$6.64M 1.63% 22
2020
Q1 		$3.06M Buy
+34,000
New +$4.13M 0.78% 27

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

Bowie Capital Management's JPM Position: Q4 2020 in Review

Bowie Capital Management sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 102,000 shares — an estimated $9.82M sold.

Bowie Capital Management first reported a position in JPM in Q1 2020 and held it in 3 quarters. The position peaked at $9.82M in Q3 2020. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Bowie Capital Management reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Bowie Capital Management sold 102,000 JPMorgan Chase shares in Q4 2020, an estimated $9.82M.
  • Bowie Capital Management first reported a position in JPMorgan Chase in Q1 2020 and held it in 3 quarters.
  • Bowie Capital Management's JPMorgan Chase position peaked at $9.82M in Q3 2020.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Bowie Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.