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
2016
Q2 		– Sell
-31,000
Closed -$438K – 5028
2016
Q1 		$438K Buy
+31,000
New +$492K ﹤0.01% 3387

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.