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Crew Capital Management’s JPMorgan Chase JPM Stock Holding History

Crew Capital Management’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
2026
Q1 		$1.82M Sell
6,173
-124
-2% -$37.6K 1.2% 23
2025
Q4 		$2.03M Buy
6,297
+100
+2% +$31K 1.28% 20
2025
Q3 		$1.95M Hold
6,197
– – 1.31% 18
2025
Q2 		$1.8M Sell
6,197
-174
-3% -$44.4K 1.29% 18
2025
Q1 		$1.56M Buy
6,371
+54
+0.9% +$13.8K 1.28% 13
2024
Q4 		$1.51M Buy
6,317
+50
+0.8% +$11.6K 1.25% 13
2024
Q3 		$1.32M Sell
6,267
-50
-0.8% -$10.5K 1.06% 16
2024
Q2 		$1.28M Hold
6,317
– – 1.02% 16
2024
Q1 		$1.27M Buy
6,317
+834
+15% +$150K 1.03% 23
2023
Q4 		$933K Sell
5,483
-17
-0.3% -$2.58K 0.95% 25
2023
Q3 		$798K Sell
5,500
-66
-1% -$9.89K 0.86% 34
2023
Q2 		$810K Sell
5,566
-720
-11% -$99K 0.92% 29
2023
Q1 		$819K Buy
6,286
+424
+7% +$58.1K 1.18% 24
2022
Q4 		$786K Sell
5,862
-238
-4% -$30.2K 1.13% 20
2022
Q3 		$637K Hold
6,100
– – 0.87% 29
2022
Q2 		$687K Sell
6,100
-200
-3% -$24.8K 0.86% 29
2022
Q1 		$859K Buy
6,300
+80
+1% +$11.8K 0.83% 32
2021
Q4 		$985K Hold
6,220
– – 0.83% 32
2021
Q3 		$1.02M Buy
6,220
+320
+5% +$50.2K 0.95% 31
2021
Q2 		$918K Hold
5,900
– – 0.86% 33
2021
Q1 		$898K Buy
+5,900
New +$849K 0.9% 32

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crew Capital Management's JPM Position: Q1 2026 in Review

Crew Capital Management reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $37.6K and leaving 6,173 shares worth $1.82M. The position accounts for 1.2% of the portfolio, ranked #23.

Crew Capital Management first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.03M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Crew Capital Management held 6,173 shares of JPMorgan Chase worth $1.82M as of Q1 2026.
  • Crew Capital Management sold 124 JPMorgan Chase shares in Q1 2026, an estimated $37.6K.
  • JPMorgan Chase made up 1.2% of Crew Capital Management's portfolio in Q1 2026, its #23 holding.
  • Crew Capital Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Crew Capital Management's JPMorgan Chase position peaked at $2.03M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.