CCM
JPM icon

Crossvault Capital Management’s JPMorgan Chase JPM Stock Holding History

Crossvault 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
2020
Q2 		– Sell
-50,282
Closed -$4.53M – 71
2020
Q1 		$4.53M Sell
50,282
-3,275
-6% -$398K 2.54% 15
2019
Q4 		$7.47M Sell
53,557
-575
-1% -$73.7K 3.27% 11
2019
Q3 		$6.37M Sell
54,132
-4,323
-7% -$489K 3.04% 13
2019
Q2 		$6.54M Sell
58,455
-599
-1% -$66K 3.2% 12
2019
Q1 		$5.98M Sell
59,054
-1,935
-3% -$199K 3.08% 12
2018
Q4 		$5.95M Sell
60,989
-602
-1% -$64.1K 3.38% 12
2018
Q3 		$6.95M Sell
61,591
-1,450
-2% -$165K 3.58% 13
2018
Q2 		$6.57M Buy
63,041
+375
+0.6% +$41.1K 3.5% 13
2018
Q1 		$6.89M Buy
62,666
+1,235
+2% +$140K 3.92% 10
2017
Q4 		$6.57M Buy
61,431
+951
+2% +$96.3K 3.46% 10
2017
Q3 		$5.78M Buy
60,480
+3,990
+7% +$368K 3.32% 11
2017
Q2 		$5.16M Buy
56,490
+9,376
+20% +$809K 3.11% 13
2017
Q1 		$4.14M Buy
+47,114
New +$4.16M 2.57% 19

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Crossvault Capital Management's JPM Position: Q2 2020 in Review

Crossvault Capital Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 50,282 shares — an estimated $4.53M sold.

Crossvault Capital Management first reported a position in JPM in Q1 2017 and held it in 13 quarters. The position peaked at $7.47M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Crossvault Capital Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Crossvault Capital Management sold 50,282 JPMorgan Chase shares in Q2 2020, an estimated $4.53M.
  • Crossvault Capital Management first reported a position in JPMorgan Chase in Q1 2017 and held it in 13 quarters.
  • Crossvault Capital Management's JPMorgan Chase position peaked at $7.47M in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Crossvault Capital Management's 13F filing for Q2 2020, filed 5 Aug 2020.