Brave Warrior Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,083,231
| Closed | -$54.5M | – | 17 |
|
|
2017
Q2 | $54.5M | Sell |
1,083,231
-202,489
| -16% | -$10.2M | 2.41% | 13 |
|
|
2017
Q1 | $59.5M | Sell |
1,285,720
-354,374
| -22% | -$16.4M | 2.84% | 11 |
|
|
2016
Q4 | $72.6M | Sell |
1,640,094
-2,749,730
| -63% | -$122M | 3.46% | 11 |
|
|
2016
Q3 | $108M | Sell |
4,389,824
-178,039
| -4% | -$4.39M | 5.23% | 10 |
|
|
2016
Q2 | $92.5M | Sell |
4,567,863
-75,385
| -2% | -$1.53M | 5.17% | 8 |
|
|
2016
Q1 | $82.2M | Sell |
4,643,248
-11,847
| -0.3% | -$210K | 4.01% | 10 |
|
|
2015
Q4 | $110M | Buy |
4,655,095
+7,600
| +0.2% | +$180K | 4.38% | 8 |
|
|
2015
Q3 | $92.5M | Buy |
4,647,495
+783,392
| +20% | +$15.6M | 2.94% | 10 |
|
|
2015
Q2 | $95.6M | Buy |
3,864,103
+1,179,096
| +44% | +$29.2M | 2.76% | 11 |
|
|
2015
Q1 | $59.1M | Buy |
+2,685,007
| New | +$59.1M | 1.8% | 11 |
|