JP Morgan Chase
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JP Morgan Chase’s CareCloud CCLD Stock Holding History

JP Morgan Chase’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21
Closed -$29 – 7127
2025
Q1 		$29 Sell
21
-2
-9% -$6 ﹤0.01% 7072
2024
Q4 		$84 Sell
23
-1
-4% -$3 ﹤0.01% 7036
2024
Q3 		$63 Hold
24
– – ﹤0.01% 7074
2024
Q2 		$46 Hold
24
– – ﹤0.01% 7039
2024
Q1 		$28 Sell
24
-3,812
-99% -$5.12K ﹤0.01% 7121
2023
Q4 		$5.83K Buy
3,836
+3,824
+31,867% +$4.15K ﹤0.01% 6529
2023
Q3 		$14 Buy
+12
New +$25 ﹤0.01% 7242
2023
Q1 		– Sell
-45,188
Closed -$127K – 6732
2022
Q4 		$127K Buy
45,188
+39,632
+713% +$137K ﹤0.01% 5249
2022
Q3 		$23K Sell
5,556
-4,816
-46% -$19.2K ﹤0.01% 5762
2022
Q2 		$36K Buy
10,372
+4,407
+74% +$17.5K ﹤0.01% 5746
2022
Q1 		$31K Buy
5,965
+1,728
+41% +$9.47K ﹤0.01% 5948
2021
Q4 		$27K Buy
+4,237
New +$30K ﹤0.01% 6133
2021
Q3 		– Sell
-6,041
Closed -$51K – 6499
2021
Q2 		$51K Buy
+6,041
New +$50.2K ﹤0.01% 5730
2020
Q3 		– Sell
-4,025
Closed -$33K – 5494
2020
Q2 		$33K Buy
+4,025
New +$27.3K ﹤0.01% 4941

Other funds holding CCLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase's CCLD Position: Q2 2025 in Review

JP Morgan Chase sold out of CareCloud (CCLD) in Q2 2025, closing a stake of 21 shares — an estimated $29 sold.

JP Morgan Chase first reported a position in CCLD in Q2 2020 and held it in 14 quarters. The position peaked at $127K in Q4 2022. 46 funds tracked by Wall St. Rank hold CCLD as of Q2 2025.

  • JP Morgan Chase reported no remaining CareCloud position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 21 CareCloud shares in Q2 2025, an estimated $29.
  • JP Morgan Chase first reported a position in CareCloud in Q2 2020 and held it in 14 quarters.
  • JP Morgan Chase's CareCloud position peaked at $127K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held CareCloud as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.