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Cramer Rosenthal McGlynn’s JPMorgan Chase JPM Stock Holding History

Cramer Rosenthal McGlynn’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
2021
Q3 		– Sell
-27,505
Closed -$4.28M – 99
2021
Q2 		$4.28M Sell
27,505
-4,979
-15% -$782K 0.14% 89
2021
Q1 		$4.95M Sell
32,484
-91,560
-74% -$13.2M 0.16% 88
2020
Q4 		$15.8M Buy
124,044
+28,144
+29% +$3.15M 0.5% 68
2020
Q3 		$9.23M Sell
95,900
-19,390
-17% -$1.9M 0.37% 76
2020
Q2 		$10.8M Buy
+115,290
New +$10.9M 0.44% 72
2017
Q3 		– Sell
-247,770
Closed -$22.6M – 161
2017
Q2 		$22.6M Sell
247,770
-73,230
-23% -$6.32M 0.35% 97
2017
Q1 		$28.2M Sell
321,000
-430,166
-57% -$37.9M 0.43% 95
2016
Q4 		$64.8M Sell
751,166
-35,590
-5% -$2.71M 0.96% 31
2016
Q3 		$52.4M Buy
786,756
+105,073
+15% +$6.85M 0.8% 48
2016
Q2 		$42.4M Buy
681,683
+486,775
+250% +$30.4M 0.68% 62
2016
Q1 		$11.5M Buy
194,908
+139,785
+254% +$8.16M 0.18% 149
2015
Q4 		$3.64M Sell
55,123
-1,340
-2% -$87.3K 0.05% 174
2015
Q3 		$3.44M Sell
56,463
-270
-0.5% -$17.7K 0.05% 182
2015
Q2 		$3.84M Sell
56,733
-4,210
-7% -$275K 0.05% 179
2015
Q1 		$3.69M Sell
60,943
-192,520
-76% -$11.4M 0.04% 180
2014
Q4 		$15.9M Sell
253,463
-1,016,709
-80% -$61.2M 0.16% 150
2014
Q3 		$76.5M Sell
1,270,172
-29,479
-2% -$1.72M 0.76% 44
2014
Q2 		$74.9M Sell
1,299,651
-482,201
-27% -$27.1M 0.6% 60
2014
Q1 		$108M Sell
1,781,852
-95,816
-5% -$5.54M 0.83% 37
2013
Q4 		$110M Buy
1,877,668
+181,136
+11% +$9.92M 0.78% 40
2013
Q3 		$87.7M Buy
1,696,532
+25,601
+2% +$1.37M 0.66% 51
2013
Q2 		$88.2M Buy
+1,670,931
New +$85M 0.67% 48

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cramer Rosenthal McGlynn's JPM Position: Q3 2021 in Review

Cramer Rosenthal McGlynn sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 27,505 shares — an estimated $4.28M sold.

Cramer Rosenthal McGlynn first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $110M in Q4 2013. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Cramer Rosenthal McGlynn reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 27,505 JPMorgan Chase shares in Q3 2021, an estimated $4.28M.
  • Cramer Rosenthal McGlynn first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Cramer Rosenthal McGlynn's JPMorgan Chase position peaked at $110M in Q4 2013.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Cramer Rosenthal McGlynn's 13F filing for Q3 2021, filed 15 Nov 2021.