Winslow Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,607,232
| Closed | -$180M | – | 63 |
|
|
2019
Q2 | $180M | Buy |
+1,607,232
| New | +$180M | 0.96% | 45 |
|
|
2019
Q1 | – | Sell |
-118
| Closed | -$12K | – | 88 |
|
|
2018
Q4 | $12K | Sell |
118
-3,092,254
| -100% | -$314M | ﹤0.01% | 78 |
|
|
2018
Q3 | $349M | Sell |
3,092,372
-70,850
| -2% | -$7.99M | 1.73% | 19 |
|
|
2018
Q2 | $330M | Buy |
3,163,222
+775,526
| +32% | +$80.8M | 1.73% | 18 |
|
|
2018
Q1 | $263M | Sell |
2,387,696
-106,898
| -4% | -$11.8M | 1.42% | 29 |
|
|
2017
Q4 | $267M | Buy |
2,494,594
+399,528
| +19% | +$42.7M | 1.47% | 29 |
|
|
2017
Q3 | $200M | Sell |
2,095,066
-421,563
| -17% | -$40.3M | 1.08% | 46 |
|
|
2017
Q2 | $230M | Sell |
2,516,629
-488,779
| -16% | -$44.7M | 1.22% | 33 |
|
|
2017
Q1 | $264M | Buy |
3,005,408
+341,272
| +13% | +$30M | 1.26% | 32 |
|
|
2016
Q4 | $230M | Sell |
2,664,136
-652,208
| -20% | -$56.3M | 1.06% | 49 |
|
|
2016
Q3 | $221M | Sell |
3,316,344
-254,022
| -7% | -$16.9M | 0.92% | 58 |
|
|
2016
Q2 | $222M | Buy |
+3,570,366
| New | +$222M | 0.91% | 57 |
|
|
2014
Q2 | – | Sell |
-5,606,311
| Closed | -$340M | – | 91 |
|
|
2014
Q1 | $340M | Sell |
5,606,311
-193,545
| -3% | -$11.8M | 1.07% | 47 |
|
|
2013
Q4 | $339M | Buy |
5,799,856
+2,856,880
| +97% | +$167M | 1% | 48 |
|
|
2013
Q3 | $152M | Sell |
2,942,976
-2,933,207
| -50% | -$152M | 0.49% | 63 |
|
|
2013
Q2 | $310M | Buy |
+5,876,183
| New | +$310M | 1.01% | 53 |
|