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Crescent Capital Consulting’s JPMorgan Chase JPM Stock Holding History

Crescent Capital Consulting’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
Q4 		$2.06M Buy
13,024
+2,362
+22% +$388K 0.34% 69
2021
Q3 		$1.75M Sell
10,662
-1,300
-11% -$204K 0.32% 72
2021
Q2 		$1.86M Sell
11,962
-90
-0.7% -$14.1K 0.35% 64
2021
Q1 		$1.83M Buy
12,052
+812
+7% +$117K 0.4% 60
2020
Q4 		$1.43M Buy
+11,240
New +$1.26M 0.37% 65

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Crescent Capital Consulting's JPM Position: Q4 2021 in Review

Crescent Capital Consulting increased its JPMorgan Chase (JPM) stake by 22% in Q4 2021, buying an estimated $388K and bringing the position to 13,024 shares worth $2.06M. The position accounts for 0.34% of the portfolio, ranked #69.

Crescent Capital Consulting first reported a position in JPM in Q4 2020 and has held it in 5 quarters since. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Crescent Capital Consulting held 13,024 shares of JPMorgan Chase worth $2.06M as of Q4 2021.
  • Crescent Capital Consulting bought 2,362 JPMorgan Chase shares in Q4 2021, an estimated $388K.
  • JPMorgan Chase made up 0.34% of Crescent Capital Consulting's portfolio in Q4 2021, its #69 holding.
  • Crescent Capital Consulting first reported a position in JPMorgan Chase in Q4 2020 and has held it in 5 quarters since.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.