Crystal Rock Capital Management’s JPMorgan Chase JPM Stock Holding History

Crystal Rock 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	$6.96M	Sell	23,668 -575	-2%	-$175K	4.13%	8
2025 Q4	$7.81M	Sell	24,243 -500	-2%	-$155K	4.13%	9
2025 Q3	$7.8M	Sell	24,743 -4,175	-14%	-$1.24M	4.26%	9
2025 Q2	$8.38M	Buy	28,918 +3,250	+13%	+$829K	4.83%	7
2025 Q1	$6.3M	Sell	25,668 -1,630	-6%	-$416K	4.31%	9
2024 Q4	$6.54M	Sell	27,298 -1,245	-4%	-$290K	4.01%	9
2024 Q3	$6.02M	Buy	28,543 +1,250	+5%	+$263K	3.55%	9
2024 Q2	$5.52M	Sell	27,293 -775	-3%	-$152K	3.3%	10
2024 Q1	$5.62M	Hold	28,068	–	–	3.27%	10
2023 Q4	$4.77M	Sell	28,068 -775	-3%	-$117K	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%	-$959K	3.12%	17
2022 Q4	$4.81M	Buy	35,843 +29,208	+440%	+$3.7M	4.14%	11
2022 Q3	$1.85M	Sell	6,635 -5,758	-46%	-$661K	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%	-$447K	1.08%	28
2021 Q2	$2.37M	Hold	15,243	–	–	1.23%	29
2021 Q1	$2.32M	Buy	15,243 +2,875	+23%	+$414K	1.26%	28
2020 Q4	$1.57M	Sell	12,368 -8,700	-41%	-$972K	0.9%	32
2020 Q3	$2.03M	Sell	21,068 -5,750	-21%	-$565K	1.28%	29
2020 Q2	$2.52M	Sell	26,818 -17,275	-39%	-$1.64M	1.74%	23
2020 Q1	$3.97M	Sell	44,093 -5,850	-12%	-$711K	3.5%	13
2019 Q4	$6.96M	Hold	49,943	–	–	4.54%	6
2019 Q3	$5.88M	Sell	49,943 -14,050	-22%	-$1.59M	4.31%	7
2019 Q2	$7.15M	Sell	63,993 -2,125	-3%	-$234K	5.29%	5
2019 Q1	$6.69M	Hold	66,118	–	–	4.95%	6
2018 Q4	$6.45M	Sell	66,118 -5,075	-7%	-$541K	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%	-$3.79M	5.47%	5
2017 Q4	$11.2M	Sell	104,643 -2,284	-2%	-$231K	7.22%	3
2017 Q3	$10.2M	Sell	106,927 -7,790	-7%	-$718K	6.81%	3
2017 Q2	$10.5M	Hold	114,717	–	–	6.78%	2
2017 Q1	$10.1M	Sell	114,717 -17,632	-13%	-$1.56M	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%	+$245K	5.11%	6
2015 Q4	$8.46M	Buy	128,149 +19,350	+18%	+$1.26M	6.19%	5
2015 Q3	$6.63M	Buy	108,799 +25,000	+30%	+$1.64M	5%	7
2015 Q2	$5.68M	Buy	83,799 +4,812	+6%	+$314K	4.29%	10
2015 Q1	$4.79M	Hold	78,987	–	–	3.39%	13
2014 Q4	$4.94M	Sell	78,987 -9,672	-11%	-$582K	3.5%	15
2014 Q3	$5.34M	Sell	88,659 -7,000	-7%	-$409K	4.01%	12
2014 Q2	$5.51M	Sell	95,659 -20,853	-18%	-$1.17M	3.89%	15
2014 Q1	$7.07M	Buy	116,512 +1,517	+1%	+$87.7K	4.25%	14
2013 Q4	$6.72M	Buy	114,995 +12,050	+12%	+$660K	3.99%	14
2013 Q3	$5.32M	Hold	102,945	–	–	3.42%	17
2013 Q2	$5.43M	Buy	+102,945	New	+$5.23M	3.76%	13

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crystal Rock Capital Management's JPM Position: Q1 2026 in Review

Crystal Rock Capital Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $175K and leaving 23,668 shares worth $6.96M. The position accounts for 4.13% of the portfolio, ranked #8.

Crystal Rock Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q4 2016. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Crystal Rock Capital Management held 23,668 shares of JPMorgan Chase worth $6.96M as of Q1 2026.
Crystal Rock Capital Management sold 575 JPMorgan Chase shares in Q1 2026, an estimated $175K.
JPMorgan Chase made up 4.13% of Crystal Rock Capital Management's portfolio in Q1 2026, its #8 holding.
Crystal Rock Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Crystal Rock Capital Management's JPMorgan Chase position peaked at $11.4M in Q4 2016.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Crystal Rock Capital Management's 13F filing for Q1 2026, filed 4 May 2026.