BWA
Brave Warrior Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Hold |
5,643
| – | – | 0.04% | 18 |
|
|
2025
Q1 | $1.38M | Hold |
5,643
| – | – | 0.03% | 20 |
|
|
2024
Q4 | $1.35M | Hold |
5,643
| – | – | 0.03% | 16 |
|
|
2024
Q3 | $1.19M | Hold |
5,643
| – | – | 0.02% | 19 |
|
|
2024
Q2 | $1.14M | Sell |
5,643
-1,292,985
| -100% | -$262M | 0.03% | 19 |
|
|
2024
Q1 | $260M | Sell |
1,298,628
-357,530
| -22% | -$71.6M | 5.44% | 8 |
|
|
2023
Q4 | $282M | Sell |
1,656,158
-7,382
| -0.4% | -$1.26M | 6.72% | 8 |
|
|
2023
Q3 | $241M | Sell |
1,663,540
-24,178
| -1% | -$3.51M | 6.02% | 6 |
|
|
2023
Q2 | $245M | Sell |
1,687,718
-10,029
| -0.6% | -$1.46M | 6.49% | 6 |
|
|
2023
Q1 | $221M | Sell |
1,697,747
-11,418
| -0.7% | -$1.49M | 6.84% | 6 |
|
|
2022
Q4 | $229M | Sell |
1,709,165
-26,136
| -2% | -$3.5M | 7.22% | 6 |
|
|
2022
Q3 | $181M | Sell |
1,735,301
-2,489
| -0.1% | -$260K | 6.27% | 7 |
|
|
2022
Q2 | $196M | Buy |
1,737,790
+143,837
| +9% | +$16.2M | 6.72% | 8 |
|
|
2022
Q1 | $217M | Buy |
1,593,953
+98,961
| +7% | +$13.5M | 6.41% | 8 |
|
|
2021
Q4 | $237M | Sell |
1,494,992
-177,133
| -11% | -$28M | 7.54% | 6 |
|
|
2021
Q3 | $274M | Sell |
1,672,125
-175,212
| -9% | -$28.7M | 9.58% | 4 |
|
|
2021
Q2 | $287M | Sell |
1,847,337
-334,876
| -15% | -$52.1M | 9.86% | 3 |
|
|
2021
Q1 | $332M | Sell |
2,182,213
-46,309
| -2% | -$7.05M | 10.85% | 4 |
|
|
2020
Q4 | $283M | Sell |
2,228,522
-16,620
| -0.7% | -$2.11M | 10.41% | 3 |
|
|
2020
Q3 | $216M | Buy |
2,245,142
+254,017
| +13% | +$24.5M | 9.65% | 3 |
|
|
2020
Q2 | $187M | Buy |
1,991,125
+81,880
| +4% | +$7.7M | 9.31% | 4 |
|
|
2020
Q1 | $172M | Buy |
1,909,245
+69,237
| +4% | +$6.23M | 9.9% | 4 |
|
|
2019
Q4 | $256M | Sell |
1,840,008
-186,696
| -9% | -$26M | 13.56% | 3 |
|
|
2019
Q3 | $239M | Sell |
2,026,704
-12,141
| -0.6% | -$1.43M | 12.73% | 3 |
|
|
2019
Q2 | $228M | Sell |
2,038,845
-29,719
| -1% | -$3.32M | 12.12% | 3 |
|
|
2019
Q1 | $209M | Buy |
2,068,564
+133,761
| +7% | +$13.5M | 10.52% | 2 |
|
|
2018
Q4 | $189M | Buy |
1,934,803
+145,031
| +8% | +$14.2M | 9.61% | 4 |
|
|
2018
Q3 | $202M | Buy |
1,789,772
+3,272
| +0.2% | +$369K | 8.6% | 4 |
|
|
2018
Q2 | $186M | Buy |
1,786,500
+296,464
| +20% | +$30.9M | 7.62% | 8 |
|
|
2018
Q1 | $164M | Sell |
1,490,036
-321,113
| -18% | -$35.3M | 7.2% | 8 |
|
|
2017
Q4 | $194M | Sell |
1,811,149
-212,187
| -10% | -$22.7M | 8.26% | 7 |
|
|
2017
Q3 | $193M | Buy |
2,023,336
+346,151
| +21% | +$33.1M | 9.35% | 6 |
|
|
2017
Q2 | $153M | Sell |
1,677,185
-14,856
| -0.9% | -$1.36M | 6.77% | 7 |
|
|
2017
Q1 | $149M | Sell |
1,692,041
-868,102
| -34% | -$76.3M | 7.1% | 6 |
|
|
2016
Q4 | $221M | Sell |
2,560,143
-139,095
| -5% | -$12M | 10.54% | 4 |
|
|
2016
Q3 | $180M | Sell |
2,699,238
-115,807
| -4% | -$7.71M | 8.69% | 7 |
|
|
2016
Q2 | $175M | Sell |
2,815,045
-1,909,193
| -40% | -$119M | 9.79% | 7 |
|
|
2016
Q1 | $280M | Sell |
4,724,238
-48,682
| -1% | -$2.88M | 13.65% | 2 |
|
|
2015
Q4 | $315M | Sell |
4,772,920
-41,423
| -0.9% | -$2.74M | 12.51% | 4 |
|
|
2015
Q3 | $294M | Sell |
4,814,343
-59,567
| -1% | -$3.63M | 9.33% | 3 |
|
|
2015
Q2 | $330M | Buy |
4,873,910
+56,148
| +1% | +$3.8M | 9.54% | 2 |
|
|
2015
Q1 | $292M | Buy |
4,817,762
+655,332
| +16% | +$39.7M | 8.91% | 3 |
|
|
2014
Q4 | $260M | Buy |
4,162,430
+520,980
| +14% | +$32.6M | 9.07% | 3 |
|
|
2014
Q3 | $219M | Buy |
+3,641,450
| New | +$219M | 8.13% | 7 |
|