Lawrence B. Cohen’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,923
| Closed | -$2.31M | – | 31 |
|
|
2023
Q3 | $2.31M | Sell |
15,923
-10,359
| -39% | -$1.55M | 1.56% | 31 |
|
|
2023
Q2 | $3.82M | Sell |
26,282
-4,365
| -14% | -$600K | 2.45% | 7 |
|
|
2023
Q1 | $3.99M | Sell |
30,647
-13,406
| -30% | -$1.84M | 2.68% | 5 |
|
|
2022
Q4 | $5.91M | Buy |
44,053
+12,414
| +39% | +$1.57M | 3.09% | 3 |
|
|
2022
Q3 | $3.31M | Buy |
31,639
+438
| +1% | +$50.3K | 2.55% | 5 |
|
|
2022
Q2 | $3.51M | Buy |
31,201
+421
| +1% | +$52.2K | 2.5% | 7 |
|
|
2022
Q1 | $4.2M | Sell |
30,780
-12,309
| -29% | -$1.82M | 2.49% | 6 |
|
|
2021
Q4 | $6.82M | Buy |
43,089
+9,986
| +30% | +$1.64M | 2.66% | 8 |
|
|
2021
Q3 | $5.42M | Sell |
33,103
-2,374
| -7% | -$372K | 2.86% | 5 |
|
|
2021
Q2 | $5.52M | Sell |
35,477
-920
| -3% | -$144K | 2.81% | 5 |
|
|
2021
Q1 | $5.54M | Sell |
36,397
-1,259
| -3% | -$181K | 3% | 5 |
|
|
2020
Q4 | $4.79M | Sell |
37,656
-120
| -0.3% | -$13.4K | 2.66% | 7 |
|
|
2020
Q3 | $3.64M | Buy |
37,776
+966
| +3% | +$94.9K | 2.21% | 14 |
|
|
2020
Q2 | $3.46M | Buy |
36,810
+830
| +2% | +$78.7K | 2.31% | 13 |
|
|
2020
Q1 | $3.24M | Sell |
35,980
-667
| -2% | -$81K | 2.54% | 11 |
|
|
2019
Q4 | $5.11M | Buy |
36,647
+836
| +2% | +$107K | 3.02% | 5 |
|
|
2019
Q3 | $4.21M | Buy |
35,811
+2,536
| +8% | +$287K | 2.76% | 8 |
|
|
2019
Q2 | $3.72M | Sell |
33,275
-285
| -0.8% | -$31.4K | 2.57% | 11 |
|
|
2019
Q1 | $3.4M | Buy |
33,560
+339
| +1% | +$34.9K | 2.39% | 15 |
|
|
2018
Q4 | $3.24M | Buy |
33,221
+330
| +1% | +$35.2K | 2.52% | 15 |
|
|
2018
Q3 | $3.71M | Buy |
32,891
+358
| +1% | +$40.6K | 2.52% | 16 |
|
|
2018
Q2 | $3.39M | Sell |
32,533
-2,480
| -7% | -$272K | 2.43% | 17 |
|
|
2018
Q1 | $3.85M | Sell |
35,013
-3,715
| -10% | -$421K | 2.58% | 14 |
|
|
2017
Q4 | $4.14M | Sell |
38,728
-428
| -1% | -$43.3K | 2.63% | 16 |
|
|
2017
Q3 | $3.74M | Sell |
39,156
-764
| -2% | -$70.5K | 2.44% | 18 |
|
|
2017
Q2 | $3.65M | Buy |
39,920
+7,885
| +25% | +$680K | 2.33% | 19 |
|
|
2017
Q1 | $2.81M | Buy |
32,035
+240
| +0.8% | +$21.2K | 1.73% | 25 |
|
|
2016
Q4 | $2.74M | Buy |
31,795
+3,195
| +11% | +$244K | 1.67% | 24 |
|
|
2016
Q3 | $1.9M | Buy |
28,600
+1,995
| +7% | +$130K | 1.13% | 30 |
|
|
2016
Q2 | $1.65M | Buy |
26,605
+2,590
| +11% | +$162K | 0.99% | 30 |
|
|
2016
Q1 | $1.42M | Buy |
24,015
+155
| +0.6% | +$9.05K | 0.93% | 32 |
|
|
2015
Q4 | $1.57M | Buy |
23,860
+770
| +3% | +$50.1K | 1.07% | 29 |
|
|
2015
Q3 | $1.41M | Buy |
23,090
+1,952
| +9% | +$128K | 0.98% | 29 |
|
|
2015
Q2 | $1.43M | Buy |
21,138
+125
| +0.6% | +$8.16K | 0.9% | 30 |
|
|
2015
Q1 | $1.27M | Buy |
21,013
+435
| +2% | +$25.8K | 0.78% | 31 |
|
|
2014
Q4 | $1.29M | Sell |
20,578
-52
| -0.3% | -$3.13K | 0.77% | 31 |
|
|
2014
Q3 | $1.24M | Sell |
20,630
-625
| -3% | -$36.5K | 0.82% | 31 |
|
|
2014
Q2 | $1.23M | Sell |
21,255
-880
| -4% | -$49.5K | 0.8% | 30 |
|
|
2014
Q1 | $1.34M | Sell |
22,135
-200
| -0.9% | -$11.6K | 0.93% | 31 |
|
|
2013
Q4 | $1.31M | Sell |
22,335
-275
| -1% | -$15.1K | 0.93% | 30 |
|
|
2013
Q3 | $1.17M | Buy |
22,610
+1,600
| +8% | +$85.8K | 0.88% | 31 |
|
|
2013
Q2 | $1.11M | Buy |
+21,010
| New | +$1.07M | 0.82% | 31 |
|
Other funds holding JPM
Lawrence B. Cohen's JPM Position: Q4 2023 in Review
Lawrence B. Cohen sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 15,923 shares — an estimated $2.31M sold.
Lawrence B. Cohen first reported a position in JPM in Q2 2013 and held it in 42 quarters. The position peaked at $6.82M in Q4 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- Lawrence B. Cohen reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
- Lawrence B. Cohen sold 15,923 JPMorgan Chase shares in Q4 2023, an estimated $2.31M.
- Lawrence B. Cohen first reported a position in JPMorgan Chase in Q2 2013 and held it in 42 quarters.
- Lawrence B. Cohen's JPMorgan Chase position peaked at $6.82M in Q4 2021.
- 3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on Lawrence B. Cohen's 13F filing for Q4 2023, filed 9 Feb 2024.