JP Morgan Chase’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,563,764
| Closed | -$23.1M | – | 7079 |
|
|
2021
Q2 | $23.1M | Buy |
1,563,764
+543,432
| +53% | +$7.96M | ﹤0.01% | 1721 |
|
|
2021
Q1 | $13.6M | Buy |
1,020,332
+511,505
| +101% | +$6.82M | ﹤0.01% | 2081 |
|
|
2020
Q4 | $4.3M | Sell |
508,827
-51,349
| -9% | -$364K | ﹤0.01% | 2936 |
|
|
2020
Q3 | $3.09M | Sell |
560,176
-15,002
| -3% | -$89.3K | ﹤0.01% | 2938 |
|
|
2020
Q2 | $3.96M | Buy |
575,178
+106,595
| +23% | +$746K | ﹤0.01% | 2633 |
|
|
2020
Q1 | $3.35M | Buy |
468,583
+91,762
| +24% | +$945K | ﹤0.01% | 2578 |
|
|
2019
Q4 | $4.53M | Sell |
376,821
-174,540
| -32% | -$2.02M | ﹤0.01% | 2762 |
|
|
2019
Q3 | $6.43M | Buy |
551,361
+67,925
| +14% | +$765K | ﹤0.01% | 2484 |
|
|
2019
Q2 | $5.56M | Buy |
483,436
+42,732
| +10% | +$480K | ﹤0.01% | 2551 |
|
|
2019
Q1 | $4.83M | Sell |
440,704
-127,117
| -22% | -$1.45M | ﹤0.01% | 2622 |
|
|
2018
Q4 | $6M | Buy |
567,821
+413,950
| +269% | +$5.2M | ﹤0.01% | 2429 |
|
|
2018
Q3 | $2.1M | Sell |
153,871
-79,096
| -34% | -$1.16M | ﹤0.01% | 3435 |
|
|
2018
Q2 | $3.7M | Buy |
232,967
+23,766
| +11% | +$391K | ﹤0.01% | 2927 |
|
|
2018
Q1 | $3.15M | Sell |
209,201
-9,252
| -4% | -$140K | ﹤0.01% | 2946 |
|
|
2017
Q4 | $3.38M | Buy |
218,453
+71,946
| +49% | +$1.15M | ﹤0.01% | 2985 |
|
|
2017
Q3 | $2.42M | Buy |
146,507
+16,682
| +13% | +$252K | ﹤0.01% | 3044 |
|
|
2017
Q2 | $1.99M | Sell |
129,825
-37,542
| -22% | -$582K | ﹤0.01% | 3046 |
|
|
2017
Q1 | $2.74M | Sell |
167,367
-91,013
| -35% | -$1.51M | ﹤0.01% | 2839 |
|
|
2016
Q4 | $4.28M | Buy |
258,380
+126,072
| +95% | +$1.83M | ﹤0.01% | 2578 |
|
|
2016
Q3 | $1.7M | Buy |
132,308
+32,535
| +33% | +$403K | ﹤0.01% | 2892 |
|
|
2016
Q2 | $1.18M | Sell |
99,773
-1,064
| -1% | -$12.8K | ﹤0.01% | 3095 |
|
|
2016
Q1 | $1.16M | Sell |
100,837
-6,975
| -6% | -$73.7K | ﹤0.01% | 3004 |
|
|
2015
Q4 | $1.22M | Sell |
107,812
-7,500
| -7% | -$87.2K | ﹤0.01% | 3025 |
|
|
2015
Q3 | $1.35M | Buy |
115,312
+1,332
| +1% | +$16.4K | ﹤0.01% | 2958 |
|
|
2015
Q2 | $1.53M | Buy |
113,980
+2,292
| +2% | +$29.4K | ﹤0.01% | 3059 |
|
|
2015
Q1 | $1.36M | Sell |
111,688
-14,800
| -12% | -$182K | ﹤0.01% | 3061 |
|
|
2014
Q4 | $1.7M | Sell |
126,488
-8,410
| -6% | -$108K | ﹤0.01% | 3050 |
|
|
2014
Q3 | $1.67M | Sell |
134,898
-31,118
| -19% | -$392K | ﹤0.01% | 3040 |
|
|
2014
Q2 | $2.23M | Sell |
166,016
-109,603
| -40% | -$1.4M | ﹤0.01% | 2473 |
|
|
2014
Q1 | $3.73M | Buy |
275,619
+53,924
| +24% | +$691K | ﹤0.01% | 2255 |
|
|
2013
Q4 | $2.8M | Sell |
221,695
-57,211
| -21% | -$663K | ﹤0.01% | 2541 |
|
|
2013
Q3 | $3.09M | Buy |
278,906
+6,536
| +2% | +$71.5K | ﹤0.01% | 2509 |
|
|
2013
Q2 | $2.9M | Buy |
+272,370
| New | +$2.68M | ﹤0.01% | 2528 |
|
Other funds holding BPFH
JP Morgan Chase's BPFH Position: Q3 2021 in Review
JP Morgan Chase sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 1,563,764 shares — an estimated $23.1M sold.
JP Morgan Chase first reported a position in BPFH in Q2 2013 and held it in 33 quarters. The position peaked at $23.1M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- JP Morgan Chase reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- JP Morgan Chase sold 1,563,764 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $23.1M.
- JP Morgan Chase first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 33 quarters.
- JP Morgan Chase's Boston Private Financial Holdings, Inc. position peaked at $23.1M in Q2 2021.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on JP Morgan Chase's 13F filing for Q3 2021, filed 12 Nov 2021.