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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,273,200
| Closed | -$360M | – | 3979 |
|
|
2021
Q4 | $360M | Sell |
2,273,200
-87,500
| -4% | -$14.4M | 0.19% | 84 |
|
|
2021
Q3 | $386M | Buy |
2,360,700
+653,900
| +38% | +$103M | 0.21% | 74 |
|
|
2021
Q2 | $263M | Sell |
1,706,800
-470,900
| -22% | -$74M | 0.14% | 142 |
|
|
2021
Q1 | $332M | Sell |
2,177,700
-1,001,300
| -31% | -$144M | 0.17% | 101 |
|
|
2020
Q4 | $404M | Buy |
3,179,000
+998,900
| +46% | +$112M | 0.2% | 97 |
|
|
2020
Q3 | $210M | Buy |
2,180,100
+410,300
| +23% | +$40.3M | 0.13% | 160 |
|
|
2020
Q2 | $166M | Buy |
1,769,800
+469,100
| +36% | +$44.5M | 0.12% | 164 |
|
|
2020
Q1 | $117M | Sell |
1,300,700
-471,900
| -27% | -$57.3M | 0.1% | 187 |
|
|
2019
Q4 | $247M | Buy |
1,772,600
+527,200
| +42% | +$67.6M | 0.18% | 97 |
|
|
2019
Q3 | $147M | Sell |
1,245,400
-338,500
| -21% | -$38.3M | 0.12% | 147 |
|
|
2019
Q2 | $177M | Buy |
1,583,900
+136,700
| +9% | +$15.1M | 0.16% | 115 |
|
|
2019
Q1 | $147M | Buy |
1,447,200
+1,008,000
| +230% | +$104M | 0.13% | 132 |
|
|
2018
Q4 | $42.9M | Buy |
439,200
+5,700
| +1% | +$607K | 0.04% | 439 |
|
|
2018
Q3 | $48.9M | Buy |
433,500
+141,100
| +48% | +$16M | 0.04% | 434 |
|
|
2018
Q2 | $30.5M | Sell |
292,400
-150,600
| -34% | -$16.5M | 0.03% | 611 |
|
|
2018
Q1 | $48.7M | Buy |
443,000
+175,600
| +66% | +$19.9M | 0.05% | 424 |
|
|
2017
Q4 | $28.6M | Sell |
267,400
-513,000
| -66% | -$51.9M | 0.03% | 680 |
|
|
2017
Q3 | $74.5M | Buy |
780,400
+20,600
| +3% | +$1.9M | 0.07% | 286 |
|
|
2017
Q2 | $69.4M | Sell |
759,800
-85,900
| -10% | -$7.41M | 0.07% | 294 |
|
|
2017
Q1 | $74.3M | Sell |
845,700
-1,026,800
| -55% | -$90.6M | 0.07% | 304 |
|
|
2016
Q4 | $162M | Buy |
1,872,500
+680,000
| +57% | +$51.9M | 0.16% | 112 |
|
|
2016
Q3 | $79.4M | Buy |
1,192,500
+438,200
| +58% | +$28.6M | 0.08% | 262 |
|
|
2016
Q2 | $46.9M | Buy |
754,300
+280,300
| +59% | +$17.5M | 0.05% | 398 |
|
|
2016
Q1 | $28.1M | Buy |
+474,000
| New | +$27.7M | 0.03% | 580 |
|
|
2015
Q3 | – | Sell |
-54,100
| Closed | -$3.67M | – | 4376 |
|
|
2015
Q2 | $3.67M | Sell |
54,100
-319,700
| -86% | -$20.9M | ﹤0.01% | 2017 |
|
|
2015
Q1 | $22.6M | Sell |
373,800
-363,600
| -49% | -$21.5M | 0.02% | 755 |
|
|
2014
Q4 | $46.1M | Sell |
737,400
-57,700
| -7% | -$3.47M | 0.04% | 502 |
|
|
2014
Q3 | $47.9M | Buy |
795,100
+183,700
| +30% | +$10.7M | 0.04% | 524 |
|
|
2014
Q2 | $35.2M | Buy |
611,400
+86,200
| +16% | +$4.85M | 0.03% | 653 |
|
|
2014
Q1 | $31.9M | Buy |
525,200
+152,100
| +41% | +$8.79M | 0.03% | 607 |
|
|
2013
Q4 | $21.8M | Sell |
373,100
-598,800
| -62% | -$32.8M | 0.02% | 788 |
|
|
2013
Q3 | $50.2M | Sell |
971,900
-174,800
| -15% | -$9.38M | 0.05% | 346 |
|
|
2013
Q2 | $60.5M | Buy |
+1,146,700
| New | +$58.3M | 0.06% | 316 |
|
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.