CSS LLC’s JPMorgan Chase JPM Stock Holding History

CSS LLC’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
2017 Q2	–	Sell	-3,000	Closed	-$264K	–	665
2017 Q1	$264K	Sell	3,000 -4,500	-60%	-$397K	0.02%	437
2016 Q4	$647K	Buy	+7,500	New	+$572K	0.04%	309

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CSS LLC's JPM Position: Q4 2023 in Review

CSS LLC sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 2,100 shares — an estimated $305K sold.

CSS LLC first reported a position in JPM in Q4 2013 and held it in 26 quarters. The position peaked at $4.75M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

CSS LLC reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
CSS LLC sold 2,100 JPMorgan Chase shares in Q4 2023, an estimated $305K.
CSS LLC first reported a position in JPMorgan Chase in Q4 2013 and held it in 26 quarters.
CSS LLC's JPMorgan Chase position peaked at $4.75M in Q4 2021.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on CSS LLC's 13F filing for Q4 2023, filed 14 Feb 2024.