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Bridgecreek Investment Management’s JPMorgan Chase JPM Stock Holding History

Bridgecreek Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$9.93M Sell
58,351
-3,225
-5% -$489K 1.92% 17
2023
Q3 		$8.93M Sell
61,576
-739
-1% -$111K 1.83% 19
2023
Q2 		$9.06M Sell
62,315
-875
-1% -$120K 1.74% 18
2023
Q1 		$8.23M Sell
63,190
-800
-1% -$110K 1.7% 18
2022
Q4 		$8.58M Buy
63,990
+250
+0.4% +$31.7K 1.92% 17
2022
Q3 		$6.66M Buy
63,740
+915
+1% +$105K 1.42% 22
2022
Q2 		$7.08M Buy
62,825
+215
+0.3% +$26.6K 1.47% 20
2022
Q1 		$8.54M Buy
62,610
+5,500
+10% +$812K 1.27% 22
2021
Q4 		$9.04M Hold
57,110
– – 1.23% 24
2021
Q3 		$9.35M Hold
57,110
– – 1.34% 23
2021
Q2 		$8.88M Sell
57,110
-5,825
-9% -$915K 1.29% 26
2021
Q1 		$9.58M Buy
62,935
+2,025
+3% +$291K 1.48% 23
2020
Q4 		$7.74M Buy
60,910
+6,075
+11% +$679K 1.17% 30
2020
Q3 		$5.28M Buy
54,835
+3,065
+6% +$301K 0.93% 32
2020
Q2 		$4.87M Buy
+51,770
New +$4.91M 0.91% 37
2020
Q1 		– Sell
-3,545
Closed -$494K – 103
2019
Q4 		$494K Buy
3,545
+1,500
+73% +$192K 0.09% 83
2019
Q3 		$241K Buy
+2,045
New +$231K 0.05% 104
2013
Q4 		– Sell
-2,229
Closed -$115K – 138
2013
Q3 		$115K Sell
2,229
-900
-29% -$48.3K 0.03% 125
2013
Q2 		$165K Buy
+3,129
New +$159K 0.06% 104

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bridgecreek Investment Management's JPM Position: Q4 2023 in Review

Bridgecreek Investment Management reduced its JPMorgan Chase (JPM) stake by 5.2% in Q4 2023, selling an estimated $489K and leaving 58,351 shares worth $9.93M. The position accounts for 1.92% of the portfolio, ranked #17.

Bridgecreek Investment Management first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Bridgecreek Investment Management held 58,351 shares of JPMorgan Chase worth $9.93M as of Q4 2023.
  • Bridgecreek Investment Management sold 3,225 JPMorgan Chase shares in Q4 2023, an estimated $489K.
  • JPMorgan Chase made up 1.92% of Bridgecreek Investment Management's portfolio in Q4 2023, its #17 holding.
  • Bridgecreek Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
  • 3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.