JP Morgan Private Wealth Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-46,566
| Closed | -$264K | – | 2000 |
|
|
2022
Q2 | $264K | Sell |
46,566
-5,099
| -10% | -$34.6K | ﹤0.01% | 1710 |
|
|
2022
Q1 | $406K | Buy |
51,665
+24,956
| +93% | +$222K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $257K | Buy |
26,709
+6,672
| +33% | +$66.7K | ﹤0.01% | 1809 |
|
|
2021
Q3 | $198K | Buy |
20,037
+6,791
| +51% | +$69.4K | ﹤0.01% | 1865 |
|
|
2021
Q2 | $139K | Buy |
+13,246
| New | +$141K | ﹤0.01% | 1861 |
|
|
2020
Q3 | – | Sell |
-10,358
| Closed | -$107K | – | 1640 |
|
|
2020
Q2 | $107K | Sell |
10,358
-369
| -3% | -$3.31K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $87K | Sell |
10,727
-2,852
| -21% | -$33.2K | ﹤0.01% | 1373 |
|
|
2019
Q4 | $183K | Buy |
13,579
+19
| +0.1% | +$243 | ﹤0.01% | 1413 |
|
|
2019
Q3 | $166K | Buy |
13,560
+3,088
| +29% | +$37.1K | ﹤0.01% | 1363 |
|
|
2019
Q2 | $125K | Buy |
+10,472
| New | +$128K | ﹤0.01% | 1325 |
|
|
2018
Q3 | – | Sell |
-196,821
| Closed | -$2.93M | – | 1627 |
|
|
2018
Q2 | $2.93M | Buy |
196,821
+43,154
| +28% | +$695K | 0.02% | 518 |
|
|
2018
Q1 | $2.58M | Buy |
153,667
+55,011
| +56% | +$1.01M | 0.02% | 439 |
|
|
2017
Q4 | $1.76M | Buy |
98,656
+10,479
| +12% | +$173K | 0.01% | 512 |
|
|
2017
Q3 | $1.39M | Buy |
88,177
+43,411
| +97% | +$659K | 0.01% | 544 |
|
|
2017
Q2 | $654K | Buy |
+44,766
| New | +$646K | 0.01% | 743 |
|
|
2017
Q1 | – | Sell |
-15,904
| Closed | -$228K | – | 1380 |
|
|
2016
Q4 | $228K | Buy |
+15,904
| New | +$223K | ﹤0.01% | 1116 |
|
|
2016
Q2 | – | Sell |
-23,884
| Closed | -$337K | – | 1331 |
|
|
2016
Q1 | $337K | Buy |
+23,884
| New | +$379K | ﹤0.01% | 901 |
|
|
2015
Q4 | – | Sell |
-8,553
| Closed | -$206K | – | 1221 |
|
|
2015
Q3 | $206K | Sell |
8,553
-5,663
| -40% | -$156K | ﹤0.01% | 929 |
|
|
2015
Q2 | $392K | Buy |
14,216
+30
| +0.2% | +$811 | ﹤0.01% | 760 |
|
|
2015
Q1 | $382K | Sell |
14,186
-19,650
| -58% | -$468K | ﹤0.01% | 803 |
|
|
2014
Q4 | $849K | Sell |
33,836
-3,079
| -8% | -$80.7K | 0.01% | 571 |
|
|
2014
Q3 | $1.02M | Sell |
36,915
-195,839
| -84% | -$5.47M | 0.01% | 510 |
|
|
2014
Q2 | $6.6M | Sell |
232,754
-217,991
| -48% | -$6.67M | 0.11% | 183 |
|
|
2014
Q1 | $14.6M | Buy |
450,745
+25,705
| +6% | +$805K | 0.27% | 105 |
|
|
2013
Q4 | $13.2M | Buy |
425,040
+64,790
| +18% | +$1.96M | 0.27% | 105 |
|
|
2013
Q3 | $11M | Buy |
360,250
+290,566
| +417% | +$8.64M | 0.25% | 113 |
|
|
2013
Q2 | $1.84M | Buy |
+69,684
| New | +$1.96M | 0.05% | 251 |
|
Other funds holding CS
KGI
BIP
JP Morgan Private Wealth Advisors's CS Position: Q3 2022 in Review
JP Morgan Private Wealth Advisors sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 46,566 shares — an estimated $264K sold.
JP Morgan Private Wealth Advisors first reported a position in CS in Q2 2013 and held it in 27 quarters. The position peaked at $14.6M in Q1 2014. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.
- JP Morgan Private Wealth Advisors reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 46,566 Credit Suisse Group shares in Q3 2022, an estimated $264K.
- JP Morgan Private Wealth Advisors first reported a position in Credit Suisse Group in Q2 2013 and held it in 27 quarters.
- JP Morgan Private Wealth Advisors's Credit Suisse Group position peaked at $14.6M in Q1 2014.
- 178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.