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Capital CS Group’s JPMorgan Chase JPM Stock Holding History

Capital CS Group’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
2025
Q3 		– Sell
-1,429
Closed -$414K – 87
2025
Q2 		$414K Buy
+1,429
New +$365K 0.67% 31
2025
Q1 		– Sell
-3,075
Closed -$737K – 79
2024
Q4 		$737K Buy
+3,075
New +$716K 0.97% 17
2021
Q1 		– Sell
-7,313
Closed -$929K – 76
2020
Q4 		$929K Buy
+7,313
New +$817K 0.96% 15

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital CS Group's JPM Position: Q3 2025 in Review

Capital CS Group sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,429 shares — an estimated $414K sold.

Capital CS Group first reported a position in JPM in Q4 2020 and held it in 3 quarters. The position peaked at $929K in Q4 2020. 4,761 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Capital CS Group reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Capital CS Group sold 1,429 JPMorgan Chase shares in Q3 2025, an estimated $414K.
  • Capital CS Group first reported a position in JPMorgan Chase in Q4 2020 and held it in 3 quarters.
  • Capital CS Group's JPMorgan Chase position peaked at $929K in Q4 2020.
  • 4,761 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Capital CS Group's 13F filing for Q3 2025, filed 7 Nov 2025.