Financial Partners Capital 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 | $16.1M | Sell |
120,133
-245
| -0.2% | -$31K | 3.59% | 4 |
|
|
2022
Q3 | $12.6M | Buy |
120,378
+37
| +0% | +$4.25K | 2.98% | 6 |
|
|
2022
Q2 | $13.6M | Buy |
120,341
+800
| +0.7% | +$99.1K | 2.91% | 6 |
|
|
2022
Q1 | $16.3M | Buy |
119,541
+1,653
| +1% | +$244K | 3.02% | 4 |
|
|
2021
Q4 | $18.7M | Sell |
117,888
-1,435
| -1% | -$236K | 3.31% | 6 |
|
|
2021
Q3 | $19.5M | Sell |
119,323
-1,450
| -1% | -$227K | 3.57% | 4 |
|
|
2021
Q2 | $18.8M | Sell |
120,773
-360
| -0.3% | -$56.5K | 3.45% | 6 |
|
|
2021
Q1 | $18.4M | Buy |
121,133
+173
| +0.1% | +$24.9K | 3.73% | 4 |
|
|
2020
Q4 | $15.4M | Buy |
120,960
+1,073
| +0.9% | +$120K | 3.51% | 7 |
|
|
2020
Q3 | $11.5M | Buy |
119,887
+850
| +0.7% | +$83.5K | 3.07% | 10 |
|
|
2020
Q2 | $11.2M | Buy |
119,037
+572
| +0.5% | +$54.3K | 3.23% | 10 |
|
|
2020
Q1 | $10.7M | Buy |
+118,465
| New | +$14.4M | 3.4% | 6 |
|
|
2018
Q4 | $11.4M | Buy |
116,518
+2,430
| +2% | +$259K | 3.75% | 7 |
|
|
2018
Q3 | $12.9M | Buy |
114,088
+390
| +0.3% | +$44.3K | 3.66% | 7 |
|
|
2018
Q2 | $11.8M | Sell |
113,698
-1,391
| -1% | -$153K | 3.6% | 5 |
|
|
2018
Q1 | $12.7M | Sell |
115,089
-6,020
| -5% | -$682K | 3.81% | 2 |
|
|
2017
Q4 | $13M | Sell |
121,109
-515
| -0.4% | -$52.1K | 2.39% | 7 |
|
|
2017
Q3 | $11.6M | Buy |
121,624
+2,275
| +2% | +$210K | 2.22% | 9 |
|
|
2017
Q2 | $10.9M | Sell |
119,349
-685
| -0.6% | -$59.1K | 2.28% | 10 |
|
|
2017
Q1 | $10.5M | Sell |
120,034
-31,569
| -21% | -$2.79M | 2.31% | 10 |
|
|
2016
Q4 | $13.1M | Sell |
151,603
-24,840
| -14% | -$1.89M | 3.15% | 3 |
|
|
2016
Q3 | $12M | Sell |
176,443
-624
| -0.4% | -$40.7K | 3.06% | 3 |
|
|
2016
Q2 | $11M | Sell |
177,067
-770
| -0.4% | -$48.1K | 2.94% | 5 |
|
|
2016
Q1 | $10.5M | Buy |
177,837
+4,705
| +3% | +$275K | 2.61% | 6 |
|
|
2015
Q4 | $11.4M | Sell |
173,132
-4,030
| -2% | -$262K | 2.72% | 4 |
|
|
2015
Q3 | $10.8M | Buy |
177,162
+7,465
| +4% | +$489K | 2.71% | 5 |
|
|
2015
Q2 | $11.5M | Sell |
169,697
-3,870
| -2% | -$253K | 2.82% | 4 |
|
|
2015
Q1 | $10.5M | Buy |
173,567
+5,477
| +3% | +$324K | 2.64% | 4 |
|
|
2014
Q4 | $10.5M | Buy |
168,090
+4,873
| +3% | +$293K | 2.86% | 5 |
|
|
2014
Q3 | $9.83M | Sell |
163,217
-395
| -0.2% | -$23.1K | 2.83% | 6 |
|
|
2014
Q2 | $9.43M | Buy |
163,612
+8,105
| +5% | +$456K | 2.88% | 4 |
|
|
2014
Q1 | $9.44M | Sell |
155,507
-5,044
| -3% | -$292K | 3.06% | 4 |
|
|
2013
Q4 | $9.39M | Buy |
160,551
+7,640
| +5% | +$419K | 3.1% | 6 |
|
|
2013
Q3 | $7.9M | Sell |
152,911
-436
| -0.3% | -$23.4K | 3.15% | 8 |
|
|
2013
Q2 | $8.1M | Buy |
+153,347
| New | +$7.8M | 3.63% | 6 |
|
Other funds holding JPM
Financial Partners Capital Management's JPM Position: Q4 2022 in Review
Financial Partners Capital Management reduced its JPMorgan Chase (JPM) stake by 0.2% in Q4 2022, selling an estimated $31K and leaving 120,133 shares worth $16.1M. The position accounts for 3.59% of the portfolio, ranked #4.
Financial Partners Capital Management first reported a position in JPM in Q2 2013 and has held it in 35 quarters since. The position peaked at $19.5M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.
- Financial Partners Capital Management held 120,133 shares of JPMorgan Chase worth $16.1M as of Q4 2022.
- Financial Partners Capital Management sold 245 JPMorgan Chase shares in Q4 2022, an estimated $31K.
- JPMorgan Chase made up 3.59% of Financial Partners Capital Management's portfolio in Q4 2022, its #4 holding.
- Financial Partners Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 35 quarters since.
- Financial Partners Capital Management's JPMorgan Chase position peaked at $19.5M in Q3 2021.
- 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.
Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.