CCM
JPM icon

Crabel Capital Management’s JPMorgan Chase JPM Stock Holding History

Crabel 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 		– Sell
-1,916
Closed -$279K – 99
2023
Q2 		$279K Buy
+1,916
New +$264K 0.12% 88
2022
Q4 		– Sell
-3,027
Closed -$316K – 99
2022
Q3 		$316K Buy
+3,027
New +$347K 0.18% 44
2020
Q1 		– Sell
-3,158
Closed -$440K – 85
2019
Q4 		$440K Buy
+3,158
New +$405K 0.17% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Crabel Capital Management sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 1,916 shares — an estimated $279K sold.

Crabel Capital Management first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $440K in Q4 2019. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Crabel Capital Management reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Crabel Capital Management sold 1,916 JPMorgan Chase shares in Q3 2023, an estimated $279K.
  • Crabel Capital Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
  • Crabel Capital Management's JPMorgan Chase position peaked at $440K in Q4 2019.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Crabel Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.