Riverbridge Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,457
| Closed | -$1.1M | – | 188 |
|
|
2023
Q4 | $1.1M | Buy |
6,457
+81
| +1% | +$12.3K | 0.01% | 118 |
|
|
2023
Q3 | $925K | Hold |
6,376
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $927K | Hold |
6,376
| – | – | 0.01% | 119 |
|
|
2023
Q1 | $831K | Buy |
6,376
+171
| +3% | +$23.4K | 0.01% | 126 |
|
|
2022
Q4 | $832K | Hold |
6,205
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $648K | Hold |
6,205
| – | – | 0.01% | 139 |
|
|
2022
Q2 | $699K | Hold |
6,205
| – | – | 0.01% | 137 |
|
|
2022
Q1 | $846K | Hold |
6,205
| – | – | 0.01% | 125 |
|
|
2021
Q4 | $983K | Hold |
6,205
| – | – | 0.01% | 130 |
|
|
2021
Q3 | $1.02M | Hold |
6,205
| – | – | 0.01% | 122 |
|
|
2021
Q2 | $965K | Sell |
6,205
-156
| -2% | -$24.5K | 0.01% | 121 |
|
|
2021
Q1 | $968K | Buy |
6,361
+26
| +0.4% | +$3.74K | 0.01% | 121 |
|
|
2020
Q4 | $805K | Sell |
6,335
-11
| -0.2% | -$1.23K | 0.01% | 120 |
|
|
2020
Q3 | $611K | Sell |
6,346
-1,099
| -15% | -$108K | 0.01% | 122 |
|
|
2020
Q2 | $700K | Hold |
7,445
| – | – | 0.01% | 114 |
|
|
2020
Q1 | $670K | Hold |
7,445
| – | – | 0.01% | 117 |
|
|
2019
Q4 | $1.04M | Hold |
7,445
| – | – | 0.02% | 115 |
|
|
2019
Q3 | $876K | Hold |
7,445
| – | – | 0.02% | 112 |
|
|
2019
Q2 | $832K | Hold |
7,445
| – | – | 0.02% | 112 |
|
|
2019
Q1 | $754K | Hold |
7,445
| – | – | 0.01% | 109 |
|
|
2018
Q4 | $727K | Sell |
7,445
-3,130
| -30% | -$333K | 0.02% | 113 |
|
|
2018
Q3 | $1.19M | Hold |
10,575
| – | – | 0.02% | 109 |
|
|
2018
Q2 | $1.1M | Hold |
10,575
| – | – | 0.02% | 107 |
|
|
2018
Q1 | $1.16M | Hold |
10,575
| – | – | 0.02% | 109 |
|
|
2017
Q4 | $1.13M | Hold |
10,575
| – | – | 0.02% | 111 |
|
|
2017
Q3 | $1.01M | Hold |
10,575
| – | – | 0.02% | 111 |
|
|
2017
Q2 | $967K | Hold |
10,575
| – | – | 0.02% | 114 |
|
|
2017
Q1 | $929K | Hold |
10,575
| – | – | 0.02% | 110 |
|
|
2016
Q4 | $913K | Sell |
10,575
-234
| -2% | -$17.8K | 0.02% | 112 |
|
|
2016
Q3 | $720K | Hold |
10,809
| – | – | 0.01% | 107 |
|
|
2016
Q2 | $672K | Hold |
10,809
| – | – | 0.01% | 110 |
|
|
2016
Q1 | $640K | Hold |
10,809
| – | – | 0.01% | 114 |
|
|
2015
Q4 | $714K | Sell |
10,809
-666
| -6% | -$43.4K | 0.01% | 114 |
|
|
2015
Q3 | $700K | Hold |
11,475
| – | – | 0.01% | 112 |
|
|
2015
Q2 | $778K | Buy |
+11,475
| New | +$749K | 0.01% | 108 |
|
|
2013
Q3 | – | Sell |
-4,520
| Closed | -$239K | – | 125 |
|
|
2013
Q2 | $239K | Buy |
+4,520
| New | +$230K | 0.01% | 119 |
|
Other funds holding JPM
Riverbridge Partners's JPM Position: Q1 2024 in Review
Riverbridge Partners sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 6,457 shares — an estimated $1.1M sold.
Riverbridge Partners first reported a position in JPM in Q2 2013 and held it in 36 quarters. The position peaked at $1.19M in Q3 2018. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.
- Riverbridge Partners reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
- Riverbridge Partners sold 6,457 JPMorgan Chase shares in Q1 2024, an estimated $1.1M.
- Riverbridge Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 36 quarters.
- Riverbridge Partners's JPMorgan Chase position peaked at $1.19M in Q3 2018.
- 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.
Based on Riverbridge Partners's 13F filing for Q1 2024, filed 26 Apr 2024.