JP Morgan Chase
FRC

JP Morgan Chase’s First Republic Bank FRC Stock Holding History

JP Morgan Chase’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-66,666
Closed -$5.14M – 5187
2016
Q3 		$5.14M Hold
66,666
– – ﹤0.01% 2234
2016
Q2 		$4.67M Buy
+66,666
New +$4.62M ﹤0.01% 2342

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

JP Morgan Chase's FRC Position: Q2 2023 in Review

JP Morgan Chase sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 639,662 shares — an estimated $8.95M sold.

JP Morgan Chase first reported a position in FRC in Q2 2013 and held it in 40 quarters. The position peaked at $704M in Q3 2017. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • JP Morgan Chase reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 639,662 First Republic Bank shares in Q2 2023, an estimated $8.95M.
  • JP Morgan Chase first reported a position in First Republic Bank in Q2 2013 and held it in 40 quarters.
  • JP Morgan Chase's First Republic Bank position peaked at $704M in Q3 2017.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.