Warren Buffett’s JPMorgan Chase JPM Stock Holding History

Warren Buffett’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	–	Sell	-967,267	Closed	-$93.1M	–	49
2020 Q3	$93.1M	Sell	967,267 -21,241,160	-96%	-$2.09B	0.04%	44
2020 Q2	$2.09B	Sell	22,208,427 -35,506,006	-62%	-$3.37B	1.03%	13
2020 Q1	$5.2B	Sell	57,714,433 -1,800,499	-3%	-$219M	2.96%	8
2019 Q4	$8.3B	Hold	59,514,932	–	–	3.43%	7
2019 Q3	$7B	Hold	59,514,932	–	–	3.26%	8
2019 Q2	$6.65B	Hold	59,514,932	–	–	3.2%	8
2019 Q1	$6.02B	Buy	59,514,932 +9,398,538	+19%	+$968M	3.02%	8
2018 Q4	$4.89B	Buy	50,116,394 +14,451,627	+41%	+$1.54B	2.67%	8
2018 Q3	$4.02B	Buy	+35,664,767	New	+$4.05B	1.82%	10

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Warren Buffett's JPM Position: Q4 2020 in Review

Warren Buffett sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 967,267 shares — an estimated $93.1M sold.

Warren Buffett first reported a position in JPM in Q3 2018 and held it in 9 quarters. The position peaked at $8.3B in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Warren Buffett reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
Warren Buffett sold 967,267 JPMorgan Chase shares in Q4 2020, an estimated $93.1M.
Warren Buffett first reported a position in JPMorgan Chase in Q3 2018 and held it in 9 quarters.
Warren Buffett's JPMorgan Chase position peaked at $8.3B in Q4 2019.
3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Berkshire Hathaway's 13F filing for Q4 2020, filed 16 Feb 2021.