Focused Investors’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
Q1 | – | Sell |
-479,800
| Closed | -$76M | – | 24 |
|
|
2021
Q4 | $76M | Sell |
479,800
-162,700
| -25% | -$26.7M | 2.32% | 23 |
|
|
2021
Q3 | $105M | Sell |
642,500
-21,600
| -3% | -$3.39M | 3.51% | 13 |
|
|
2021
Q2 | $103M | Sell |
664,100
-16,100
| -2% | -$2.53M | 3.29% | 17 |
|
|
2021
Q1 | $104M | Sell |
680,200
-193,500
| -22% | -$27.8M | 3.58% | 14 |
|
|
2020
Q4 | $111M | Buy |
873,700
+200
| +0% | +$22.4K | 4.02% | 10 |
|
|
2020
Q3 | $84.1M | Sell |
873,500
-27,900
| -3% | -$2.74M | 3.44% | 13 |
|
|
2020
Q2 | $84.8M | Sell |
901,400
-15,400
| -2% | -$1.46M | 3.8% | 13 |
|
|
2020
Q1 | $82.5M | Buy |
916,800
+12,100
| +1% | +$1.47M | 4.12% | 13 |
|
|
2019
Q4 | $126M | Sell |
904,700
-29,200
| -3% | -$3.75M | 5% | 10 |
|
|
2019
Q3 | $110M | Sell |
933,900
-2,700
| -0.3% | -$305K | 4.82% | 11 |
|
|
2019
Q2 | $105M | Sell |
936,600
-33,000
| -3% | -$3.64M | 4.59% | 12 |
|
|
2019
Q1 | $98.2M | Buy |
969,600
+4,000
| +0.4% | +$412K | 4.29% | 11 |
|
|
2018
Q4 | $94.3M | Sell |
965,600
-38,400
| -4% | -$4.09M | 4.32% | 12 |
|
|
2018
Q3 | $113M | Sell |
1,004,000
-7,900
| -0.8% | -$897K | 4.46% | 12 |
|
|
2018
Q2 | $105M | Buy |
1,011,900
+7,900
| +0.8% | +$867K | 4.52% | 11 |
|
|
2018
Q1 | $110M | Sell |
1,004,000
-27,000
| -3% | -$3.06M | 4.83% | 10 |
|
|
2017
Q4 | $110M | Sell |
1,031,000
-14,300
| -1% | -$1.45M | 4.48% | 12 |
|
|
2017
Q3 | $99.8M | Sell |
1,045,300
-33,800
| -3% | -$3.12M | 4.24% | 12 |
|
|
2017
Q2 | $98.6M | Sell |
1,079,100
-276,300
| -20% | -$23.8M | 4.19% | 13 |
|
|
2017
Q1 | $119M | Sell |
1,355,400
-2,000
| -0.1% | -$176K | 4.3% | 13 |
|
|
2016
Q4 | $117M | Sell |
1,357,400
-17,800
| -1% | -$1.36M | 4.45% | 14 |
|
|
2016
Q3 | $91.6M | Sell |
1,375,200
-14,700
| -1% | -$958K | 3.63% | 17 |
|
|
2016
Q2 | $86.4M | Sell |
1,389,900
-22,400
| -2% | -$1.4M | 3.4% | 19 |
|
|
2016
Q1 | $83.6M | Sell |
1,412,300
-45,500
| -3% | -$2.66M | 3.22% | 18 |
|
|
2015
Q4 | $96.3M | Sell |
1,457,800
-136,500
| -9% | -$8.89M | 3.71% | 13 |
|
|
2015
Q3 | $97.2M | Sell |
1,594,300
-23,200
| -1% | -$1.52M | 3.56% | 14 |
|
|
2015
Q2 | $110M | Sell |
1,617,500
-8,800
| -0.5% | -$575K | 3.8% | 12 |
|
|
2015
Q1 | $98.5M | Buy |
1,626,300
+61,400
| +4% | +$3.64M | 3.41% | 17 |
|
|
2014
Q4 | $97.9M | Sell |
1,564,900
-106,600
| -6% | -$6.41M | 3.55% | 16 |
|
|
2014
Q3 | $101M | Sell |
1,671,500
-11,800
| -0.7% | -$690K | 3.7% | 14 |
|
|
2014
Q2 | $97M | Sell |
1,683,300
-8,900
| -0.5% | -$500K | 3.64% | 14 |
|
|
2014
Q1 | $103M | Sell |
1,692,200
-58,400
| -3% | -$3.38M | 4.07% | 13 |
|
|
2013
Q4 | $102M | Sell |
1,750,600
-22,900
| -1% | -$1.25M | 4.02% | 13 |
|
|
2013
Q3 | $91.7M | Buy |
1,773,500
+74,800
| +4% | +$4.01M | 3.94% | 13 |
|
|
2013
Q2 | $89.7M | Buy |
+1,698,700
| New | +$86.4M | 3.9% | 12 |
|
Other funds holding JPM
WA
Focused Investors's JPM Position: Q1 2022 in Review
Focused Investors sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 479,800 shares — an estimated $76M sold.
Focused Investors first reported a position in JPM in Q2 2013 and held it in 35 quarters. The position peaked at $126M in Q4 2019. 3,512 funds tracked by Wall St. Rank hold JPM as of Q1 2022.
- Focused Investors reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
- Focused Investors sold 479,800 JPMorgan Chase shares in Q1 2022, an estimated $76M.
- Focused Investors first reported a position in JPMorgan Chase in Q2 2013 and held it in 35 quarters.
- Focused Investors's JPMorgan Chase position peaked at $126M in Q4 2019.
- 3,512 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.
Based on Focused Investors's 13F filing for Q1 2022, filed 20 Apr 2022.