JP Morgan Chase
CS

JP Morgan Chase’s Credit Suisse Group CS Stock Holding History

JP Morgan Chase’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-182,501
Closed -$162K – 7505
2023
Q1 		$162K Sell
182,501
-307,713
-63% -$858K ﹤0.01% 5182
2022
Q4 		$1.49M Buy
490,214
+479,803
+4,609% +$1.87M ﹤0.01% 3793
2022
Q3 		$40K Sell
10,411
-847,119
-99% -$4.47M ﹤0.01% 5621
2022
Q2 		$4.86M Buy
857,530
+406,234
+90% +$2.76M ﹤0.01% 2814
2022
Q1 		$3.54M Sell
451,296
-230,453
-34% -$2.05M ﹤0.01% 3289
2021
Q4 		$6.57M Buy
681,749
+446,133
+189% +$4.46M ﹤0.01% 2821
2021
Q3 		$2.32M Buy
235,616
+169,817
+258% +$1.74M ﹤0.01% 3675
2021
Q2 		$691K Sell
65,799
-29,939
-31% -$318K ﹤0.01% 4513
2021
Q1 		$1.01M Buy
95,738
+83,715
+696% +$1.13M ﹤0.01% 4215
2020
Q4 		$154K Sell
12,023
-1,950,315
-99% -$22.6M ﹤0.01% 4891
2020
Q3 		$19.3M Buy
1,962,338
+550,201
+39% +$5.9M ﹤0.01% 1513
2020
Q2 		$14.6M Sell
1,412,137
-952,587
-40% -$8.55M ﹤0.01% 1616
2020
Q1 		$19.1M Buy
2,364,724
+2,067,164
+695% +$24.1M ﹤0.01% 1285
2019
Q4 		$4M Buy
297,560
+284,602
+2,196% +$3.64M ﹤0.01% 2862
2019
Q3 		$158K Sell
12,958
-493,685
-97% -$5.94M ﹤0.01% 4731
2019
Q2 		$6.09M Buy
506,643
+229,647
+83% +$2.8M ﹤0.01% 2486
2019
Q1 		$3.23M Sell
276,996
-655,637
-70% -$7.82M ﹤0.01% 2961
2018
Q4 		$10.1M Sell
932,633
-365,388
-28% -$4.52M ﹤0.01% 2004
2018
Q3 		$19.4M Buy
1,298,021
+1,192,123
+1,126% +$18.2M ﹤0.01% 1686
2018
Q2 		$1.58M Sell
105,898
-128,776
-55% -$2.08M ﹤0.01% 3569
2018
Q1 		$3.94M Sell
234,674
-58,980
-20% -$1.08M ﹤0.01% 2776
2017
Q4 		$5.24M Sell
293,654
-21,645
-7% -$358K ﹤0.01% 2645
2017
Q3 		$4.96M Sell
315,299
-59,737
-16% -$907K ﹤0.01% 2575
2017
Q2 		$5.47M Buy
375,036
+200,715
+115% +$2.9M ﹤0.01% 2415
2017
Q1 		$2.59M Sell
174,321
-428,150
-71% -$6.54M ﹤0.01% 2882
2016
Q4 		$8.62M Buy
602,471
+309,081
+105% +$4.33M ﹤0.01% 2028
2016
Q3 		$3.85M Sell
293,390
-465,077
-61% -$5.63M ﹤0.01% 2413
2016
Q2 		$8.12M Buy
758,467
+168,105
+28% +$2.29M ﹤0.01% 1980
2016
Q1 		$8.34M Buy
590,362
+132,275
+29% +$2.1M ﹤0.01% 1881
2015
Q4 		$9.94M Sell
458,087
-91,851
-17% -$2.14M ﹤0.01% 1830
2015
Q3 		$13.2M Buy
549,938
+88,086
+19% +$2.42M ﹤0.01% 1546
2015
Q2 		$12.7M Sell
461,852
-16,066
-3% -$434K ﹤0.01% 1741
2015
Q1 		$12.9M Sell
477,918
-610,068
-56% -$14.5M ﹤0.01% 1731
2014
Q4 		$27.3M Buy
1,087,986
+35,760
+3% +$937K 0.01% 1275
2014
Q3 		$29.1M Buy
1,052,226
+408,439
+63% +$11.4M 0.01% 1215
2014
Q2 		$18.3M Buy
643,787
+361,375
+128% +$11.1M ﹤0.01% 1408
2014
Q1 		$9.14M Buy
282,412
+57,299
+25% +$1.8M ﹤0.01% 1768
2013
Q4 		$6.99M Sell
225,113
-228,515
-50% -$6.93M ﹤0.01% 1963
2013
Q3 		$13.9M Buy
453,628
+16,363
+4% +$487K ﹤0.01% 1546
2013
Q2 		$11.6M Buy
+437,265
New +$12.3M ﹤0.01% 1586

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase's CS Position: Q2 2023 in Review

JP Morgan Chase sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 182,501 shares — an estimated $162K sold.

JP Morgan Chase first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $29.1M in Q3 2014. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • JP Morgan Chase reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 182,501 Credit Suisse Group shares in Q2 2023, an estimated $162K.
  • JP Morgan Chase first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • JP Morgan Chase's Credit Suisse Group position peaked at $29.1M in Q3 2014.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.