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Cribstone Capital Management’s JPMorgan Chase JPM Stock Holding History

Cribstone 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
2022
Q4 		$266K Buy
1,983
+100
+5% +$12.7K 0.15% 97
2022
Q3 		$197K Sell
1,883
-77
-4% -$8.84K 0.12% 106
2022
Q2 		$221K Sell
1,960
-7,356
-79% -$911K 0.14% 99
2022
Q1 		$1.27M Buy
9,316
+7,670
+466% +$1.13M 0.7% 44
2021
Q4 		$261K Buy
1,646
+600
+57% +$98.5K 0.14% 94
2021
Q3 		$171K Hold
1,046
– – 0.1% 113
2021
Q2 		$163K Hold
1,046
– – 0.1% 117
2021
Q1 		$159K Buy
1,046
+100
+11% +$14.4K 0.1% 114
2020
Q4 		$120K Hold
946
– – 0.08% 123
2020
Q3 		$91K Buy
946
+10
+1% +$982 0.07% 99
2020
Q2 		$88K Buy
936
+25
+3% +$2.37K 0.07% 101
2020
Q1 		$82K Hold
911
– – 0.09% 95
2019
Q4 		$127K Sell
911
-3,001
-77% -$385K 0.11% 94
2019
Q3 		$460K Sell
3,912
-1,227
-24% -$139K 0.28% 70
2019
Q2 		$574K Buy
5,139
+754
+17% +$83.1K 0.31% 71
2019
Q1 		$444K Sell
4,385
-59
-1% -$6.08K 0.23% 79
2018
Q4 		$434K Sell
4,444
-143
-3% -$15.2K 0.22% 79
2018
Q3 		$518K Buy
4,587
+26
+0.6% +$2.95K 0.24% 79
2018
Q2 		$475K Buy
4,561
+17
+0.4% +$1.86K 0.23% 80
2018
Q1 		$500K Buy
4,544
+209
+5% +$23.7K 0.25% 77
2017
Q4 		$464K Buy
4,335
+184
+4% +$18.6K 0.22% 81
2017
Q3 		$396K Sell
4,151
-52
-1% -$4.79K 0.21% 78
2017
Q2 		$384K Sell
4,203
-97
-2% -$8.37K 0.21% 81
2017
Q1 		$371K Buy
4,300
+222
+5% +$19.6K 0.2% 84
2016
Q4 		$341K Sell
4,078
-7
-0.2% -$534 0.21% 84
2016
Q3 		$277K Sell
4,085
-257
-6% -$16.8K 0.17% 88
2016
Q2 		$270K Sell
4,342
-10,098
-70% -$631K 0.17% 91
2016
Q1 		$855K Sell
14,440
-2,520
-15% -$147K 0.69% 49
2015
Q4 		$1.12M Buy
+16,960
New +$1.1M 0.92% 35

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cribstone Capital Management's JPM Position: Q4 2022 in Review

Cribstone Capital Management increased its JPMorgan Chase (JPM) stake by 5.3% in Q4 2022, buying an estimated $12.7K and bringing the position to 1,983 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #97.

Cribstone Capital Management first reported a position in JPM in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.27M in Q1 2022. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Cribstone Capital Management held 1,983 shares of JPMorgan Chase worth $266K as of Q4 2022.
  • Cribstone Capital Management bought 100 JPMorgan Chase shares in Q4 2022, an estimated $12.7K.
  • JPMorgan Chase made up 0.15% of Cribstone Capital Management's portfolio in Q4 2022, its #97 holding.
  • Cribstone Capital Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 29 quarters since.
  • Cribstone Capital Management's JPMorgan Chase position peaked at $1.27M in Q1 2022.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.