David Jeffrey Fear
Thunderbird Partners
David Jeffrey Fear JPMorgan Chase & Co stake
total: 82
Thunderbird Partners JPM trades
- Total transactions:
- 5
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2020 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2021 Q3
According to 2026 Q2 report, David Jeffrey Fear doesn't hold any JPMorgan Chase & Co (JPM) shares. To date, the estimated cost basis is nearly $101.69 for "buy" trades and estimated average "sell" price is $154.84. Thunderbird Partners first purchased JPM in 2020 Q3, initially acquiring 570,523 shares. Since the initial investment in JPMorgan Chase & Co (JPM), Thunderbird Partners has made 4 more transactions.
When did David Jeffrey Fear sell JPMorgan Chase & Co (JPM)?
David Jeffrey Fear sold off the entire JPMorgan Chase & Co (JPM) position in 2021 Q3.
When did David Jeffrey Fear buy JPMorgan Chase & Co (JPM)?
David Jeffrey Fear first invested in JPMorgan Chase & Co (JPM) in 2020 Q3 at the reported quarter-end price of $96.27 per share.
What's the cost basis of Thunderbird Partners's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $101.69 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $101.69
- Weighted AVG sell price:
- $154.84
David Jeffrey Fear's historical trades in JPMorgan Chase & Co
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2021 Q3
|
0.00%
|
0
|
$155.54
|
|
-100% (-300,113)
|
-4.19%
|
|
2021 Q2
|
4.19%
|
300,113
|
$155.54
|
$46,680,000
|
-45.03% (-245,808)
|
-3.22%
|
|
2021 Q1
|
7.00%
|
545,921
|
$152.23
|
$83,106,000
|
-21.15% (-146,397)
|
-1.85%
|
|
2020 Q4
|
7.30%
|
$127.07
|
+21.35% (+121,795)
|
|||
|
2020 Q3
|
6.60%
|
$96.27
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.