JP Morgan Chase’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-154,298
| Closed | -$8.1M | – | 7836 |
|
|
2023
Q2 | $8.1M | Sell |
154,298
-2,479,798
| -94% | -$129M | ﹤0.01% | 2469 |
|
|
2023
Q1 | $137M | Sell |
2,634,096
-2,526,474
| -49% | -$122M | 0.02% | 680 |
|
|
2022
Q4 | $192M | Buy |
5,160,570
+38,790
| +0.8% | +$1.38M | 0.03% | 524 |
|
|
2022
Q3 | $161M | Sell |
5,121,780
-165,874
| -3% | -$6.33M | 0.02% | 556 |
|
|
2022
Q2 | $180M | Buy |
5,287,654
+203,395
| +4% | +$7.77M | 0.03% | 536 |
|
|
2022
Q1 | $233M | Buy |
5,084,259
+423,216
| +9% | +$21.2M | 0.03% | 518 |
|
|
2021
Q4 | $278M | Sell |
4,661,043
-371,144
| -7% | -$23.1M | 0.03% | 484 |
|
|
2021
Q3 | $264M | Sell |
5,032,187
-209,100
| -4% | -$10.7M | 0.03% | 495 |
|
|
2021
Q2 | $254M | Buy |
5,241,287
+123,237
| +2% | +$5.95M | 0.03% | 527 |
|
|
2021
Q1 | $213M | Buy |
5,118,050
+468,069
| +10% | +$22.7M | 0.03% | 553 |
|
|
2020
Q4 | $202M | Sell |
4,649,981
-122,860
| -3% | -$4.93M | 0.03% | 525 |
|
|
2020
Q3 | $157M | Buy |
4,772,841
+319,471
| +7% | +$11.3M | 0.03% | 544 |
|
|
2020
Q2 | $147M | Buy |
4,453,370
+8,239
| +0.2% | +$206K | 0.03% | 522 |
|
|
2020
Q1 | $102M | Buy |
4,445,131
+1,221,202
| +38% | +$32.4M | 0.02% | 558 |
|
|
2019
Q4 | $95M | Buy |
3,223,929
+232,146
| +8% | +$5.94M | 0.02% | 687 |
|
|
2019
Q3 | $71.2M | Buy |
2,991,783
+864,716
| +41% | +$21.3M | 0.01% | 788 |
|
|
2019
Q2 | $58.5M | Buy |
2,127,067
+483,780
| +29% | +$15.8M | 0.01% | 892 |
|
|
2019
Q1 | $58.6M | Buy |
1,643,287
+128,178
| +8% | +$4.04M | 0.01% | 884 |
|
|
2018
Q4 | $39.9M | Buy |
1,515,109
+732,320
| +94% | +$25.5M | 0.01% | 1017 |
|
|
2018
Q3 | $37.2M | Buy |
+782,789
| New | +$33.4M | 0.01% | 1197 |
|
JP Morgan Chase's FOCS Position: Q3 2023 in Review
JP Morgan Chase sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 154,298 shares — an estimated $8.1M sold.
JP Morgan Chase first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $278M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- JP Morgan Chase reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- JP Morgan Chase sold 154,298 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $8.1M.
- JP Morgan Chase first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- JP Morgan Chase's Focus Financial Partners Inc. Class A position peaked at $278M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.