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NewFocus Financial Group’s JPMorgan Chase JPM Stock Holding History

NewFocus Financial Group’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
Q4 		$3.3M Buy
25,941
+588
+2% +$65.7K 0.97% 31
2020
Q3 		$2.44M Sell
25,353
-9,080
-26% -$892K 0.81% 39
2020
Q2 		$3.24M Buy
34,433
+1,670
+5% +$158K 1.16% 27
2020
Q1 		$2.95M Buy
32,763
+4,136
+14% +$502K 1.36% 26
2019
Q4 		$3.99M Buy
28,627
+167
+0.6% +$21.4K 1.56% 19
2019
Q3 		$3.35M Buy
28,460
+316
+1% +$35.7K 1.47% 21
2019
Q2 		$3.15M Sell
28,144
-127
-0.4% -$14K 1.46% 19
2019
Q1 		$2.86M Buy
28,271
+525
+2% +$54.1K 1.43% 22
2018
Q4 		$2.71M Sell
27,746
-592
-2% -$63.1K 1.6% 18
2018
Q3 		$3.2M Buy
28,338
+553
+2% +$62.8K 1.73% 20
2018
Q2 		$2.9M Buy
27,785
+413
+2% +$45.3K 1.74% 19
2018
Q1 		$3.01M Buy
27,372
+2,496
+10% +$283K 1.89% 20
2017
Q4 		$2.66M Sell
24,876
-194
-0.8% -$19.6K 1.62% 23
2017
Q3 		$2.39M Buy
25,070
+10,444
+71% +$963K 1.55% 27
2017
Q2 		$1.34M Buy
+14,626
New +$1.26M 0.76% 38

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NewFocus Financial Group's JPM Position: Q4 2020 in Review

NewFocus Financial Group increased its JPMorgan Chase (JPM) stake by 2.3% in Q4 2020, buying an estimated $65.7K and bringing the position to 25,941 shares worth $3.3M. The position accounts for 0.97% of the portfolio, ranked #31.

NewFocus Financial Group first reported a position in JPM in Q2 2017 and has held it in 15 quarters since. The position peaked at $3.99M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • NewFocus Financial Group held 25,941 shares of JPMorgan Chase worth $3.3M as of Q4 2020.
  • NewFocus Financial Group bought 588 JPMorgan Chase shares in Q4 2020, an estimated $65.7K.
  • JPMorgan Chase made up 0.97% of NewFocus Financial Group's portfolio in Q4 2020, its #31 holding.
  • NewFocus Financial Group first reported a position in JPMorgan Chase in Q2 2017 and has held it in 15 quarters since.
  • NewFocus Financial Group's JPMorgan Chase position peaked at $3.99M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.