Campbell Newman Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35,439
| Closed | -$3.7M | – | 116 |
|
|
2022
Q3 | $3.7M | Sell |
35,439
-114,639
| -76% | -$13.2M | 0.42% | 37 |
|
|
2022
Q2 | $16.9M | Sell |
150,078
-31,442
| -17% | -$3.9M | 1.79% | 26 |
|
|
2022
Q1 | $24.7M | Sell |
181,520
-74,356
| -29% | -$11M | 2.38% | 15 |
|
|
2021
Q4 | $40.5M | Buy |
255,876
+817
| +0.3% | +$134K | 3.61% | 7 |
|
|
2021
Q3 | $41.8M | Buy |
255,059
+287
| +0.1% | +$45K | 4.27% | 3 |
|
|
2021
Q2 | $39.6M | Buy |
254,772
+956
| +0.4% | +$150K | 3.89% | 3 |
|
|
2021
Q1 | $38.6M | Buy |
253,816
+1,022
| +0.4% | +$147K | 4.07% | 3 |
|
|
2020
Q4 | $32.1M | Buy |
252,794
+4,796
| +2% | +$536K | 3.65% | 3 |
|
|
2020
Q3 | $23.9M | Buy |
247,998
+881
| +0.4% | +$86.5K | 3.06% | 8 |
|
|
2020
Q2 | $23.2M | Buy |
247,117
+3,434
| +1% | +$326K | 3.2% | 8 |
|
|
2020
Q1 | $21.9M | Sell |
243,683
-1,569
| -0.6% | -$191K | 3.76% | 4 |
|
|
2019
Q4 | $34.2M | Buy |
245,252
+233
| +0.1% | +$29.9K | 4.61% | 2 |
|
|
2019
Q3 | $28.8M | Sell |
245,019
-320
| -0.1% | -$36.2K | 4.13% | 3 |
|
|
2019
Q2 | $27.4M | Buy |
245,339
+1,939
| +0.8% | +$214K | 4.01% | 3 |
|
|
2019
Q1 | $24.6M | Sell |
243,400
-1,162
| -0.5% | -$120K | 3.8% | 4 |
|
|
2018
Q4 | $23.9M | Sell |
244,562
-11,990
| -5% | -$1.28M | 4.15% | 3 |
|
|
2018
Q3 | $28.9M | Sell |
256,552
-4,227
| -2% | -$480K | 4.18% | 4 |
|
|
2018
Q2 | $27.2M | Buy |
260,779
+16,352
| +7% | +$1.79M | 4.2% | 4 |
|
|
2018
Q1 | $26.9M | Buy |
244,427
+4,387
| +2% | +$497K | 4.46% | 2 |
|
|
2017
Q4 | $25.7M | Sell |
240,040
-6,715
| -3% | -$680K | 4.33% | 3 |
|
|
2017
Q3 | $23.6M | Sell |
246,755
-10,851
| -4% | -$1M | 4.22% | 3 |
|
|
2017
Q2 | $23.5M | Sell |
257,606
-2,265
| -0.9% | -$195K | 4.24% | 4 |
|
|
2017
Q1 | $22.8M | Sell |
259,871
-4,335
| -2% | -$382K | 4.21% | 4 |
|
|
2016
Q4 | $22.8M | Sell |
264,206
-29,165
| -10% | -$2.22M | 4.37% | 3 |
|
|
2016
Q3 | $19.5M | Buy |
293,371
+228
| +0.1% | +$14.9K | 3.45% | 4 |
|
|
2016
Q2 | $18.2M | Buy |
293,143
+27,615
| +10% | +$1.72M | 3.32% | 5 |
|
|
2016
Q1 | $15.7M | Buy |
265,528
+11,487
| +5% | +$671K | 3.28% | 14 |
|
|
2015
Q4 | $16.8M | Buy |
254,041
+2,372
| +0.9% | +$154K | 3.65% | 7 |
|
|
2015
Q3 | $15.3M | Buy |
251,669
+151,799
| +152% | +$9.94M | 3.48% | 5 |
|
|
2015
Q2 | $6.77M | Buy |
+99,870
| New | +$6.52M | 1.34% | 31 |
|
|
2014
Q1 | – | Sell |
-14,465
| Closed | -$846K | – | 89 |
|
|
2013
Q4 | $846K | Sell |
14,465
-40
| -0.3% | -$2.19K | 0.2% | 61 |
|
|
2013
Q3 | $749K | Buy |
+14,505
| New | +$778K | 0.18% | 61 |
|
Other funds holding JPM
Campbell Newman Asset Management's JPM Position: Q4 2022 in Review
Campbell Newman Asset Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 35,439 shares — an estimated $3.7M sold.
Campbell Newman Asset Management first reported a position in JPM in Q3 2013 and held it in 32 quarters. The position peaked at $41.8M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.
- Campbell Newman Asset Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
- Campbell Newman Asset Management sold 35,439 JPMorgan Chase shares in Q4 2022, an estimated $3.7M.
- Campbell Newman Asset Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 32 quarters.
- Campbell Newman Asset Management's JPMorgan Chase position peaked at $41.8M in Q3 2021.
- 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.
Based on Campbell Newman Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.