Credit Suisse’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-350,000
| Closed | -$50.9M | – | 3159 |
|
|
2023
Q2 | $50.9M | Buy |
+350,000
| New | +$48.1M | 0.05% | 405 |
|
|
2022
Q1 | – | Sell |
-1,880,000
| Closed | -$298M | – | 3978 |
|
|
2021
Q4 | $298M | Buy |
1,880,000
+848,400
| +82% | +$139M | 0.16% | 111 |
|
|
2021
Q3 | $169M | Sell |
1,031,600
-323,100
| -24% | -$50.7M | 0.09% | 215 |
|
|
2021
Q2 | $209M | Sell |
1,354,700
-24,800
| -2% | -$3.89M | 0.11% | 181 |
|
|
2021
Q1 | $210M | Sell |
1,379,500
-213,200
| -13% | -$30.7M | 0.11% | 195 |
|
|
2020
Q4 | $202M | Buy |
1,592,700
+252,300
| +19% | +$28.2M | 0.1% | 211 |
|
|
2020
Q3 | $129M | Buy |
1,340,400
+643,600
| +92% | +$63.2M | 0.08% | 278 |
|
|
2020
Q2 | $65.5M | Buy |
696,800
+378,600
| +119% | +$35.9M | 0.05% | 428 |
|
|
2020
Q1 | $28.6M | Sell |
318,200
-920,600
| -74% | -$112M | 0.02% | 654 |
|
|
2019
Q4 | $173M | Buy |
1,238,800
+411,600
| +50% | +$52.8M | 0.13% | 147 |
|
|
2019
Q3 | $97.4M | Buy |
827,200
+279,900
| +51% | +$31.7M | 0.08% | 232 |
|
|
2019
Q2 | $61.2M | Sell |
547,300
-400,200
| -42% | -$44.1M | 0.05% | 365 |
|
|
2019
Q1 | $95.9M | Buy |
947,500
+747,500
| +374% | +$77M | 0.09% | 227 |
|
|
2018
Q4 | $19.5M | Buy |
200,000
+19,700
| +11% | +$2.1M | 0.02% | 804 |
|
|
2018
Q3 | $20.3M | Buy |
180,300
+38,800
| +27% | +$4.4M | 0.02% | 870 |
|
|
2018
Q2 | $14.7M | Sell |
141,500
-6,428,500
| -98% | -$705M | 0.01% | 1012 |
|
|
2018
Q1 | $723M | Buy |
6,570,000
+3,941,100
| +150% | +$446M | 0.67% | 18 |
|
|
2017
Q4 | $281M | Sell |
2,628,900
-2,252,100
| -46% | -$228M | 0.25% | 72 |
|
|
2017
Q3 | $466M | Buy |
4,881,000
+2,039,700
| +72% | +$188M | 0.45% | 26 |
|
|
2017
Q2 | $260M | Buy |
2,841,300
+650,200
| +30% | +$56.1M | 0.25% | 74 |
|
|
2017
Q1 | $192M | Sell |
2,191,100
-30,300
| -1% | -$2.67M | 0.17% | 108 |
|
|
2016
Q4 | $192M | Buy |
2,221,400
+1,475,400
| +198% | +$113M | 0.19% | 93 |
|
|
2016
Q3 | $49.7M | Sell |
746,000
-239,000
| -24% | -$15.6M | 0.05% | 429 |
|
|
2016
Q2 | $61.2M | Buy |
985,000
+368,600
| +60% | +$23M | 0.07% | 294 |
|
|
2016
Q1 | $36.5M | Buy |
+616,400
| New | +$36M | 0.04% | 470 |
|
|
2015
Q3 | – | Sell |
-373,100
| Closed | -$25.3M | – | 4375 |
|
|
2015
Q2 | $25.3M | Sell |
373,100
-164,600
| -31% | -$10.7M | 0.02% | 711 |
|
|
2015
Q1 | $32.6M | Sell |
537,700
-1,058,300
| -66% | -$62.7M | 0.03% | 588 |
|
|
2014
Q4 | $99.9M | Sell |
1,596,000
-628,500
| -28% | -$37.8M | 0.09% | 220 |
|
|
2014
Q3 | $134M | Buy |
2,224,500
+1,242,900
| +127% | +$72.7M | 0.11% | 181 |
|
|
2014
Q2 | $56.6M | Buy |
+981,600
| New | +$55.2M | 0.05% | 433 |
|
|
2013
Q4 | – | Sell |
-65,000
| Closed | -$3.36M | – | 4646 |
|
|
2013
Q3 | $3.36M | Sell |
65,000
-497,800
| -88% | -$26.7M | ﹤0.01% | 1955 |
|
|
2013
Q2 | $29.7M | Buy |
+562,800
| New | +$28.6M | 0.03% | 569 |
|
Other funds holding JPM
Credit Suisse's JPM Position: Q1 2024 in Review
Credit Suisse reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2024, selling an estimated $88.5M and leaving 4,311,733 shares worth $862M. The position accounts for 0.83% of the portfolio, ranked #15.
Credit Suisse first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.2B in Q2 2015. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.
- Credit Suisse held 4,311,733 shares of JPMorgan Chase worth $862M as of Q1 2024.
- Credit Suisse sold 490,235 JPMorgan Chase shares in Q1 2024, an estimated $88.5M.
- JPMorgan Chase made up 0.83% of Credit Suisse's portfolio in Q1 2024, its #15 holding.
- Credit Suisse first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's JPMorgan Chase position peaked at $1.2B in Q2 2015.
- 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.