Credit Capital Investments’s JPMorgan Chase JPM Stock Holding History

Credit Capital Investments’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	–	Sell	-10,300	Closed	-$1.49M	–	52
2023 Q3	$1.49M	Sell	10,300 -6,200	-38%	-$929K	1.98%	17
2023 Q2	$2.4M	Sell	16,500 -6,000	-27%	-$825K	3.13%	14
2023 Q1	$2.93M	Hold	22,500	–	–	3.8%	9
2022 Q4	$3.02M	Buy	+22,500	New	+$2.85M	4.37%	8
2022 Q3	–	Sell	-22,500	Closed	-$2.53M	–	64
2022 Q2	$2.53M	Buy	22,500 +1,500	+7%	+$186K	2.88%	13
2022 Q1	$2.86M	Buy	21,000 +1,000	+5%	+$148K	2.65%	13
2021 Q4	$3.17M	Hold	20,000	–	–	3.08%	11
2021 Q3	$3.27M	Sell	20,000 -8,000	-29%	-$1.25M	3.55%	12
2021 Q2	$4.36M	Sell	28,000 -2,500	-8%	-$393K	3.76%	10
2021 Q1	$4.64M	Sell	30,500 -545	-2%	-$78.4K	5.21%	9
2020 Q4	$3.94M	Buy	31,045 +545	+2%	+$60.9K	5.1%	9
2020 Q3	$2.94M	Hold	30,500	–	–	5.09%	8
2020 Q2	$2.87M	Buy	+30,500	New	+$2.89M	5.27%	7

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Credit Capital Investments's JPM Position: Q4 2023 in Review

Credit Capital Investments sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 10,300 shares — an estimated $1.49M sold.

Credit Capital Investments first reported a position in JPM in Q2 2020 and held it in 13 quarters. The position peaked at $4.64M in Q1 2021. 3,993 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Credit Capital Investments reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Credit Capital Investments sold 10,300 JPMorgan Chase shares in Q4 2023, an estimated $1.49M.
Credit Capital Investments first reported a position in JPMorgan Chase in Q2 2020 and held it in 13 quarters.
Credit Capital Investments's JPMorgan Chase position peaked at $4.64M in Q1 2021.
3,993 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Credit Capital Investments's 13F filing for Q4 2023, filed 14 Feb 2024.