CRCM
Crystal Rock Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Buy |
28,918
+3,250
| +13% | +$942K | 4.83% | 7 |
|
|
2025
Q1 | $6.3M | Sell |
25,668
-1,630
| -6% | -$400K | 4.31% | 9 |
|
|
2024
Q4 | $6.54M | Sell |
27,298
-1,245
| -4% | -$298K | 4.01% | 9 |
|
|
2024
Q3 | $6.02M | Buy |
28,543
+1,250
| +5% | +$264K | 3.55% | 9 |
|
|
2024
Q2 | $5.52M | Sell |
27,293
-775
| -3% | -$157K | 3.3% | 10 |
|
|
2024
Q1 | $5.62M | Hold |
28,068
| – | – | 3.27% | 10 |
|
|
2023
Q4 | $4.77M | Sell |
28,068
-775
| -3% | -$132K | 3.15% | 14 |
|
|
2023
Q3 | $4.18M | Hold |
28,843
| – | – | 3.19% | 14 |
|
|
2023
Q2 | $4.19M | Hold |
28,843
| – | – | 3.1% | 14 |
|
|
2023
Q1 | $3.76M | Sell |
28,843
-7,000
| -20% | -$912K | 3.12% | 17 |
|
|
2022
Q4 | $4.81M | Buy |
35,843
+29,208
| +440% | +$3.92M | 4.14% | 11 |
|
|
2022
Q3 | $1.86M | Sell |
6,635
-5,758
| -46% | -$1.61M | 1.91% | 23 |
|
|
2022
Q2 | $1.4M | Hold |
12,393
| – | – | 1.32% | 24 |
|
|
2022
Q1 | $1.69M | Hold |
12,393
| – | – | 1.12% | 27 |
|
|
2021
Q4 | $1.96M | Hold |
12,393
| – | – | 1.06% | 28 |
|
|
2021
Q3 | $2.03M | Sell |
12,393
-2,850
| -19% | -$467K | 1.08% | 28 |
|
|
2021
Q2 | $2.37M | Hold |
15,243
| – | – | 1.23% | 29 |
|
|
2021
Q1 | $2.32M | Buy |
15,243
+2,875
| +23% | +$438K | 1.26% | 28 |
|
|
2020
Q4 | $1.57M | Sell |
12,368
-8,700
| -41% | -$1.11M | 0.9% | 32 |
|
|
2020
Q3 | $2.03M | Sell |
21,068
-5,750
| -21% | -$553K | 1.28% | 29 |
|
|
2020
Q2 | $2.52M | Sell |
26,818
-17,275
| -39% | -$1.63M | 1.74% | 23 |
|
|
2020
Q1 | $3.97M | Sell |
44,093
-5,850
| -12% | -$527K | 3.5% | 13 |
|
|
2019
Q4 | $6.96M | Hold |
49,943
| – | – | 4.54% | 6 |
|
|
2019
Q3 | $5.88M | Sell |
49,943
-14,050
| -22% | -$1.65M | 4.31% | 7 |
|
|
2019
Q2 | $7.15M | Sell |
63,993
-2,125
| -3% | -$238K | 5.29% | 5 |
|
|
2019
Q1 | $6.69M | Hold |
66,118
| – | – | 4.95% | 6 |
|
|
2018
Q4 | $6.45M | Sell |
66,118
-5,075
| -7% | -$495K | 5.79% | 6 |
|
|
2018
Q3 | $8.03M | Hold |
71,193
| – | – | 5.53% | 7 |
|
|
2018
Q2 | $7.42M | Hold |
71,193
| – | – | 5.29% | 6 |
|
|
2018
Q1 | $7.83M | Sell |
71,193
-33,450
| -32% | -$3.68M | 5.47% | 5 |
|
|
2017
Q4 | $11.2M | Sell |
104,643
-2,284
| -2% | -$244K | 7.22% | 3 |
|
|
2017
Q3 | $10.2M | Sell |
106,927
-7,790
| -7% | -$744K | 6.81% | 3 |
|
|
2017
Q2 | $10.5M | Hold |
114,717
| – | – | 6.78% | 2 |
|
|
2017
Q1 | $10.1M | Sell |
114,717
-17,632
| -13% | -$1.55M | 6.44% | 2 |
|
|
2016
Q4 | $11.4M | Hold |
132,349
| – | – | 7.51% | 2 |
|
|
2016
Q3 | $8.81M | Hold |
132,349
| – | – | 5.94% | 5 |
|
|
2016
Q2 | $8.22M | Hold |
132,349
| – | – | 6.09% | 4 |
|
|
2016
Q1 | $7.84M | Buy |
132,349
+4,200
| +3% | +$249K | 5.11% | 6 |
|
|
2015
Q4 | $8.46M | Buy |
128,149
+19,350
| +18% | +$1.28M | 6.19% | 5 |
|
|
2015
Q3 | $6.63M | Buy |
108,799
+25,000
| +30% | +$1.52M | 5% | 7 |
|
|
2015
Q2 | $5.68M | Buy |
83,799
+4,812
| +6% | +$326K | 4.29% | 10 |
|
|
2015
Q1 | $4.79M | Hold |
78,987
| – | – | 3.39% | 13 |
|
|
2014
Q4 | $4.94M | Sell |
78,987
-9,672
| -11% | -$605K | 3.5% | 15 |
|
|
2014
Q3 | $5.34M | Sell |
88,659
-7,000
| -7% | -$422K | 4.01% | 12 |
|
|
2014
Q2 | $5.51M | Sell |
95,659
-20,853
| -18% | -$1.2M | 3.89% | 15 |
|
|
2014
Q1 | $7.07M | Buy |
116,512
+1,517
| +1% | +$92.1K | 4.25% | 14 |
|
|
2013
Q4 | $6.73M | Buy |
114,995
+12,050
| +12% | +$705K | 3.99% | 14 |
|
|
2013
Q3 | $5.32M | Hold |
102,945
| – | – | 3.42% | 17 |
|
|
2013
Q2 | $5.43M | Buy |
+102,945
| New | +$5.43M | 3.76% | 13 |
|