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Credit Suisse’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$862M Sell
4,311,733
-490,235
-10% -$98M 0.83% 15
2023
Q4
$817M Sell
4,801,968
-428,688
-8% -$72.9M 0.79% 15
2023
Q3
$759M Buy
5,230,656
+230,021
+5% +$33.4M 0.77% 17
2023
Q2
$727M Sell
5,000,635
-1,132,019
-18% -$165M 0.72% 19
2023
Q1
$799M Buy
6,132,654
+165,555
+3% +$21.6M 0.81% 16
2022
Q4
$800M Sell
5,967,099
-579,994
-9% -$77.8M 0.85% 14
2022
Q3
$684M Buy
6,547,093
+105,745
+2% +$11.1M 0.76% 14
2022
Q2
$725M Sell
6,441,348
-98,369
-2% -$11.1M 0.75% 17
2022
Q1
$891M Buy
6,539,717
+153,014
+2% +$20.9M 0.76% 13
2021
Q4
$1.01B Buy
6,386,703
+17,827
+0.3% +$2.82M 0.54% 14
2021
Q3
$1.04B Sell
6,368,876
-217,790
-3% -$35.7M 0.57% 12
2021
Q2
$1.02B Buy
6,586,666
+45,181
+0.7% +$6.96M 0.54% 15
2021
Q1
$996M Buy
6,541,485
+284,584
+5% +$43.3M 0.51% 17
2020
Q4
$795M Buy
6,256,901
+194,743
+3% +$24.7M 0.39% 22
2020
Q3
$584M Sell
6,062,158
-855,336
-12% -$82.3M 0.36% 29
2020
Q2
$651M Sell
6,917,494
-151,020
-2% -$14.2M 0.47% 20
2020
Q1
$636M Buy
7,068,514
+317,336
+5% +$28.6M 0.55% 19
2019
Q4
$941M Buy
6,751,178
+1,172,361
+21% +$163M 0.68% 13
2019
Q3
$657M Buy
5,578,817
+79,581
+1% +$9.37M 0.55% 16
2019
Q2
$615M Sell
5,499,236
-744,313
-12% -$83.2M 0.54% 15
2019
Q1
$632M Sell
6,243,549
-2,531,492
-29% -$256M 0.58% 11
2018
Q4
$857M Buy
8,775,041
+1,490,639
+20% +$146M 0.89% 6
2018
Q3
$822M Buy
7,284,402
+9,239
+0.1% +$1.04M 0.74% 8
2018
Q2
$758M Sell
7,275,163
-607,267
-8% -$63.3M 0.74% 7
2018
Q1
$867M Buy
7,882,430
+480,568
+6% +$52.8M 0.81% 6
2017
Q4
$792M Buy
7,401,862
+444,718
+6% +$47.6M 0.71% 11
2017
Q3
$664M Sell
6,957,144
-472,042
-6% -$45.1M 0.65% 11
2017
Q2
$679M Sell
7,429,186
-324,079
-4% -$29.6M 0.66% 11
2017
Q1
$681M Sell
7,753,265
-177,634
-2% -$15.6M 0.61% 15
2016
Q4
$684M Sell
7,930,899
-3,895,426
-33% -$336M 0.68% 10
2016
Q3
$788M Buy
11,826,325
+3,905,559
+49% +$260M 0.75% 8
2016
Q2
$492M Sell
7,920,766
-153,006
-2% -$9.51M 0.55% 23
2016
Q1
$478M Sell
8,073,772
-1,900,526
-19% -$113M 0.58% 19
2015
Q4
$659M Sell
9,974,298
-1,959,888
-16% -$129M 0.76% 11
2015
Q3
$728M Sell
11,934,186
-5,791,917
-33% -$353M 0.87% 9
2015
Q2
$1.2B Sell
17,726,103
-923,508
-5% -$62.6M 1.17% 4
2015
Q1
$1.13B Buy
18,649,611
+2,881,815
+18% +$175M 1.14% 4
2014
Q4
$987M Buy
15,767,796
+1,464,974
+10% +$91.7M 0.88% 9
2014
Q3
$862M Buy
14,302,822
+846,911
+6% +$51M 0.7% 10
2014
Q2
$775M Sell
13,455,911
-485,095
-3% -$28M 0.64% 10
2014
Q1
$846M Sell
13,941,006
-1,742,863
-11% -$106M 0.83% 8
2013
Q4
$917M Buy
15,683,869
+2,126,164
+16% +$124M 0.83% 8
2013
Q3
$701M Sell
13,557,705
-1,393,787
-9% -$72M 0.7% 8
2013
Q2
$789M Buy
+14,951,492
New +$789M 0.8% 8