JP Morgan Chase’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

JP Morgan Chase’s Portfolio BTRS Stock Details BTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-679,698	Closed	-$6.29M	–	7297
2022 Q3	$6.29M	Buy	679,698 +596,499	+717%	+$3.86M	﹤0.01%	2530
2022 Q2	$413K	Buy	83,199 +16,835	+25%	+$96.8K	﹤0.01%	4682
2022 Q1	$497K	Sell	66,364 -11,710	-15%	-$75.8K	﹤0.01%	4696
2021 Q4	$610K	Buy	78,074 +37,156	+91%	+$322K	﹤0.01%	4705
2021 Q3	$436K	Sell	40,918 -16,136	-28%	-$186K	﹤0.01%	4811
2021 Q2	$720K	Buy	+57,054	New	+$824K	﹤0.01%	4492
2020 Q4	–	Sell	-561,335	Closed	-$5.86M	–	6059
2020 Q3	$5.86M	Buy	+561,335	New	+$5.79M	﹤0.01%	2433

JP Morgan Chase's BTRS Position: Q4 2022 in Review

JP Morgan Chase sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 679,698 shares — an estimated $6.29M sold.

JP Morgan Chase first reported a position in BTRS in Q3 2020 and held it in 7 quarters. The position peaked at $6.29M in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

JP Morgan Chase reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
JP Morgan Chase sold 679,698 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $6.29M.
JP Morgan Chase first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2020 and held it in 7 quarters.
JP Morgan Chase's BTRS Holdings Inc. Class 1 Common Stock position peaked at $6.29M in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.