JPMorgan Chase & Co’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-154,298
| Closed | -$8.1M | – | 6732 |
|
|
2023
Q2 | $8.1M | Sell |
154,298
-2,479,798
| -94% | -$130M | ﹤0.01% | 2182 |
|
|
2023
Q1 | $137M | Sell |
2,634,096
-2,526,474
| -49% | -$131M | 0.02% | 633 |
|
|
2022
Q4 | $192M | Buy |
5,160,570
+38,790
| +0.8% | +$1.45M | 0.03% | 489 |
|
|
2022
Q3 | $161M | Sell |
5,121,780
-165,874
| -3% | -$5.23M | 0.02% | 521 |
|
|
2022
Q2 | $180M | Buy |
5,287,654
+203,395
| +4% | +$6.93M | 0.03% | 505 |
|
|
2022
Q1 | $233M | Buy |
5,084,259
+423,216
| +9% | +$19.4M | 0.03% | 489 |
|
|
2021
Q4 | $278M | Sell |
4,661,043
-371,144
| -7% | -$22.2M | 0.03% | 455 |
|
|
2021
Q3 | $264M | Sell |
5,032,187
-209,100
| -4% | -$11M | 0.03% | 466 |
|
|
2021
Q2 | $254M | Buy |
5,241,287
+123,237
| +2% | +$5.98M | 0.03% | 498 |
|
|
2021
Q1 | $213M | Buy |
5,118,050
+468,069
| +10% | +$19.5M | 0.03% | 519 |
|
|
2020
Q4 | $202M | Sell |
4,649,981
-122,860
| -3% | -$5.34M | 0.03% | 495 |
|
|
2020
Q3 | $157M | Buy |
4,772,841
+319,471
| +7% | +$10.5M | 0.03% | 510 |
|
|
2020
Q2 | $147M | Buy |
4,453,370
+8,239
| +0.2% | +$272K | 0.03% | 497 |
|
|
2020
Q1 | $102M | Buy |
4,445,131
+1,221,202
| +38% | +$28.1M | 0.02% | 527 |
|
|
2019
Q4 | $95M | Buy |
3,223,929
+232,146
| +8% | +$6.84M | 0.02% | 631 |
|
|
2019
Q3 | $71.2M | Buy |
2,991,783
+864,716
| +41% | +$20.6M | 0.01% | 727 |
|
|
2019
Q2 | $58.5M | Buy |
2,127,067
+483,780
| +29% | +$13.3M | 0.01% | 813 |
|
|
2019
Q1 | $58.6M | Buy |
1,643,287
+128,178
| +8% | +$4.57M | 0.01% | 802 |
|
|
2018
Q4 | $39.9M | Buy |
1,515,109
+732,320
| +94% | +$19.3M | 0.01% | 892 |
|
|
2018
Q3 | $37.2M | Buy |
+782,789
| New | +$37.2M | 0.01% | 1061 |
|