John Armitage
Egerton Capital
John Armitage JPMorgan Chase & Co stake
total: 222
Egerton Capital JPM trades
- Total transactions:
- 13
- New positions:
- 1
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 8
- Held since:
- 2014 Q4
- Held for:
- 12 quarters
- Latest activity:
- 2017 Q4
According to 2026 Q2 report, John Armitage doesn't hold any JPMorgan Chase & Co (JPM) shares. To date, the estimated cost basis is nearly $64.05 for "buy" trades and estimated average "sell" price is $80.98. Egerton Capital first purchased JPM in 2014 Q4, initially acquiring about 4.35M shares. Since the initial investment in JPMorgan Chase & Co (JPM), Egerton Capital has made 12 more transactions.
When did John Armitage sell JPMorgan Chase & Co (JPM)?
John Armitage sold off the entire JPMorgan Chase & Co (JPM) position in 2017 Q4.
When did John Armitage buy JPMorgan Chase & Co (JPM)?
John Armitage first invested in JPMorgan Chase & Co (JPM) in 2014 Q4 at the reported quarter-end price of $62.58 per share.
What's the cost basis of Egerton Capital's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $64.05 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $64.04
- Weighted AVG sell price:
- $80.98
John Armitage's historical trades in JPMorgan Chase & Co
13 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2017 Q4
|
0.00%
|
$95.51
|
-100% (-2,424,646)
|
|||
|
2017 Q3
|
2.07%
|
$95.51
|
-28.85% (-982,925)
|
|||
|
2017 Q2
|
3.12%
|
$91.40
|
+0.10% (+3,546)
|
|||
|
2017 Q1
|
3.23%
|
$87.84
|
-20.07% (-854,543)
|
|||
|
2016 Q4
|
4.47%
|
$86.29
|
-3.29% (-144,870)
|
|||
|
2016 Q3
|
3.32%
|
$66.59
|
-0.39% (-17,133)
|
|||
|
2016 Q2
|
3.08%
|
$62.14
|
+27.54% (+954,672)
|
|||
|
2016 Q1
|
1.96%
|
$59.22
|
-4.70% (-170,834)
|
|||
|
2015 Q4
|
2.49%
|
$66.03
|
-24.78% (-1,198,092)
|
|||
|
2015 Q3
|
3.33%
|
$60.97
|
-17.83% (-1,049,419)
|
|||
|
2015 Q2
|
5.05%
|
$67.76
|
+58.84% (+2,179,699)
|
|||
|
2015 Q1
|
3.07%
|
$60.58
|
-14.91% (-648,886)
|
|||
|
2014 Q4
|
3.65%
|
$62.58
|
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.