Community Capital Management’s JPMorgan Chase JPM Stock Holding History

Community Capital 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 Q3	$1.1M	Buy	7,600 +3,800	+100%	+$570K	1.75%	33
2023 Q2	$553K	Sell	3,800 -850	-18%	-$117K	0.77%	46
2023 Q1	$606K	Buy	+4,650	New	+$637K	0.8%	49
2022 Q1	–	Sell	-8,700	Closed	-$1.03M	–	82
2021 Q4	$1.03M	Hold	8,700	–	–	1.1%	35
2021 Q3	$1.42M	Sell	8,700 -2,500	-22%	-$392K	1.48%	21
2021 Q2	$1.74M	Buy	11,200 +2,200	+24%	+$346K	1.76%	16
2021 Q1	$1.37M	Hold	9,000	–	–	1.51%	25
2020 Q4	$1.14M	Buy	9,000 +1,250	+16%	+$140K	1.38%	27
2020 Q3	$746K	Hold	7,750	–	–	0.99%	38
2020 Q2	$729K	Sell	7,750 -10,750	-58%	-$1.02M	0.8%	45
2020 Q1	$1.67M	Buy	18,500 +878	+5%	+$107K	2.77%	8
2019 Q4	$2.46M	Hold	17,622	–	–	2.36%	14
2019 Q3	$2.07M	Buy	17,622 +6,622	+60%	+$749K	2.27%	16
2019 Q2	$1.23M	Hold	11,000	–	–	1.41%	18
2019 Q1	$1.11M	Buy	11,000 +1,258	+13%	+$130K	1.35%	18
2018 Q4	$951K	Buy	+9,742	New	+$1.04M	1.41%	20

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Community Capital Management's JPM Position: Q3 2023 in Review

Community Capital Management increased its JPMorgan Chase (JPM) stake by 100% in Q3 2023, buying an estimated $570K and bringing the position to 7,600 shares worth $1.1M. The position accounts for 1.75% of the portfolio, ranked #33.

Community Capital Management first reported a position in JPM in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.46M in Q4 2019. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Community Capital Management held 7,600 shares of JPMorgan Chase worth $1.1M as of Q3 2023.
Community Capital Management bought 3,800 JPMorgan Chase shares in Q3 2023, an estimated $570K.
JPMorgan Chase made up 1.75% of Community Capital Management's portfolio in Q3 2023, its #33 holding.
Community Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 16 quarters since.
Community Capital Management's JPMorgan Chase position peaked at $2.46M in Q4 2019.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Community Capital Management's 13F filing for Q3 2023, filed 24 Oct 2023.