Crew Capital Management
JPM icon

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
Q3 		$2.34M Buy
7,083
+702
+11% +$246K 1.23% 19
2026
Q2 		$2.09M Buy
6,381
+208
+3% +$64.6K 1.14% 27
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% -$9.9K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Crew Capital Management's JPM Position: Q3 2026 in Review

Crew Capital Management increased its JPMorgan Chase (JPM) stake by 11% in Q3 2026, buying an estimated $246K and bringing the position to 7,083 shares worth $2.34M. The position accounts for 1.23% of the portfolio, ranked #19.

Crew Capital Management first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. 2,389 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Crew Capital Management held 7,083 shares of JPMorgan Chase worth $2.34M as of Q3 2026.
  • Crew Capital Management bought 702 JPMorgan Chase shares in Q3 2026, an estimated $246K.
  • JPMorgan Chase made up 1.23% of Crew Capital Management's portfolio in Q3 2026, its #19 holding.
  • Crew Capital Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • 2,389 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.