Steven Romick - First Pacific Advisors
Holding/activity history for JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $135.19–156.13 · VW $149.13i | SEC | |
| 2023 Q2 | 4,450 | 0.01 | $145.44 | $647,208 | SEC | ||
| 2023 Q1 | 4,450 | 0.01 | Reduce 36.43% | <0.01 | $123.11–144.04 · VW $134.29i | $579,880 | SEC |
| 2022 Q4 | 7,000 | 0.01 | $134.10 | $938,700 | SEC | ||
| 2022 Q3 | 7,000 | 0.01 | Add 191.67% | <0.01 | $101.28–138.18 · VW $125.88i | $732,000 | SEC |
| 2022 Q2 | 2,400 | <0.01 | Buy | <0.01 | $106.06–132.87 · VW $117.55i | $270,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $91.38–123.50 · VW $110.92i | SEC | |
| 2020 Q2 | 3,280 | <0.01 | Reduce 48.59% | <0.01 | $90.78–115.77 · VW $102.25i | $309,000 | SEC |
| 2020 Q1 | 6,380 | <0.01 | Reduce 36.52% | <0.01 | $76.91–122.95 · VW $99.06i | $574,000 | SEC |
| 2019 Q4 | 10,050 | 0.01 | Reduce 9.62% | <0.01 | $112.66–141.10 · VW $123.29i | $1,401,000 | SEC |
| 2019 Q3 | 11,120 | 0.01 | Reduce 12.78% | <0.01 | $107.32–132.43 · VW $123.84i | $1,309,000 | SEC |
| 2019 Q2 | 12,750 | 0.01 | Reduce 19.81% | <0.01 | $104.34–117.24 · VW $110.48i | $1,425,000 | SEC |
| 2019 Q1 | 15,900 | 0.01 | $101.26 | $1,610,000 | SEC | ||
| 2018 Q4 | 15,900 | 0.01 | Reduce 0.63% | <0.01 | $91.11–112.89 · VW $102.79i | $1,552,000 | SEC |
| 2018 Q3 | 16,000 | 0.01 | $112.81 | $1,805,000 | SEC | ||
| 2018 Q2 | 16,000 | 0.01 | $104.19 | $1,667,000 | SEC | ||
| 2018 Q1 | 16,000 | 0.01 | $110.00 | $1,760,000 | SEC | ||
| 2017 Q4 | 16,000 | 0.01 | Buy | 0.01 | $102.20–119.33 · VW $112.34i | $1,711,000 | SEC |
| 2013 Q1 | 0 | 0.00 | Sell 100.00% | 0.13 | $46.05–55.90 · VW $52.18i | SEC | |
| 2012 Q4 | 226,500 | 0.13 | Add 1.57% | <0.01 | $40.20–49.68 · VW $46.27i | $9,960,000 | SEC |
| 2012 Q3 | 223,000 | 0.12 | Buy | 0.12 | $36.78–43.54 · VW $40.47i | $9,027,000 | SEC |
Price snapshot:
Current price$334.53
52-week low$276.43
52-week high$341.91