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Leon Cooperman’s JPMorgan Chase JPM Stock Holding History

Leon Cooperman’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-310,000
Closed -$29.2M – 44
2020
Q2 		$29.2M Buy
310,000
+130,000
+72% +$12.3M 3.34% 12
2020
Q1 		$16.2M Buy
+180,000
New +$21.9M 2.09% 17
2014
Q2 		$108M Buy
1,872,100
+199,100
+12% +$11.2M 1.42% 30
2014
Q1 		$102M Buy
1,673,000
+1,603,600
+2,311% +$92.7M 1.35% 34
2013
Q4 		$4.06M Buy
69,400
+21,500
+45% +$1.18M 0.06% 71
2013
Q3 		$2.48M Buy
47,900
+5,000
+12% +$268K 0.04% 65
2013
Q2 		$2.27M Buy
+42,900
New +$2.18M 0.03% 67

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leon Cooperman's JPM Position: Q3 2020 in Review

Leon Cooperman sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 310,000 shares — an estimated $29.2M sold.

Leon Cooperman first reported a position in JPM in Q2 2013 and held it in 7 quarters. The position peaked at $108M in Q2 2014. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Leon Cooperman reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Leon Cooperman sold 310,000 JPMorgan Chase shares in Q3 2020, an estimated $29.2M.
  • Leon Cooperman first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
  • Leon Cooperman's JPMorgan Chase position peaked at $108M in Q2 2014.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Cooperman Leon G's 13F filing for Q3 2020, filed 16 Nov 2020.