SEC 13F Intelligence

Aperio Group, LLC / JPM

Aperio Group, LLC’s Jpmorgan Chase & Co Position

Does Aperio Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 2.30M shares worth $293M (+0.87% of its 13F portfolio) as of Q4 2020, up from 2.23M shares the prior filed quarter.

Position Value
$293M
Q4 2020
Shares
2.30M
% of Portfolio
+0.87%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $224MQ4 ’18Q1 ’19: $230MQ2 ’19: $270MQ2 ’19Q3 ’19: $290MQ4 ’19: $353MQ4 ’19Q1 ’20: $213MQ2 ’20: $207MQ2 ’20Q3 ’20: $214MQ4 ’20: $293MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20202.30M$293M+0.87%
Q3 20202.23M$214M+0.72%
Q2 20202.20M$207M+0.76%
Q1 20202.36M$213M+0.94%
Q4 20192.53M$353M+1.27%
Q3 20192.46M$290M+1.14%
Q2 20192.41M$270M+1.10%
Q1 20192.28M$230M+0.99%
Q4 20182.29M$224M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aperio Group, LLC’s full portfolio or all institutional holders of JPM.