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
2023 Q2	–	Sell	-800	Closed	-$11K	–	7532
2023 Q1	$11K	Buy	+800	New	+$82K	﹤0.01%	6109

Other funds holding FRC

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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.