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Private Capital Management (Colorado)’s JPMorgan Chase JPM Stock Holding History

Private Capital Management (Colorado)’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
2024
Q4 		$1.04M Sell
4,342
-1,058
-20% -$246K 0.21% 56
2024
Q3 		$1.14M Sell
5,400
-293
-5% -$61.7K 0.21% 58
2024
Q2 		$1.15M Buy
5,693
+160
+3% +$31.3K 0.23% 55
2024
Q1 		$1.11M Sell
5,533
-134
-2% -$24.2K 0.24% 50
2023
Q4 		$964K Buy
5,667
+547
+11% +$82.9K 0.23% 52
2023
Q3 		$743K Sell
5,120
-70
-1% -$10.5K 0.21% 58
2023
Q2 		$755K Sell
5,190
-622
-11% -$85.5K 0.22% 57
2023
Q1 		$757K Buy
5,812
+1,910
+49% +$262K 0.23% 53
2022
Q4 		$523K Sell
3,902
-60
-2% -$7.6K 0.17% 70
2022
Q3 		$414K Buy
3,962
+630
+19% +$72.3K 0.15% 80
2022
Q2 		$454K Hold
3,332
– – 0.14% 81
2022
Q1 		$454K Buy
3,332
+232
+7% +$34.2K 0.14% 81
2021
Q4 		$491K Buy
3,100
+410
+15% +$67.3K 0.17% 73
2021
Q3 		$440K Buy
2,690
+303
+13% +$47.5K 0.18% 75
2021
Q2 		$371K Buy
2,387
+265
+12% +$41.6K 0.17% 78
2021
Q1 		$323K Sell
2,122
-101
-5% -$14.5K 0.17% 82
2020
Q4 		$282K Buy
+2,223
New +$248K 0.17% 86
2020
Q2 		– Sell
-3,004
Closed -$270K – 100
2020
Q1 		$270K Sell
3,004
-674
-18% -$81.9K 0.25% 65
2019
Q4 		$433K Hold
3,678
– – 0.3% 53
2019
Q3 		$433K Sell
3,678
-23
-0.6% -$2.6K 0.3% 54
2019
Q2 		$414K Buy
3,701
+287
+8% +$31.6K 0.29% 52
2019
Q1 		$346K Buy
3,414
+55
+2% +$5.67K 0.26% 55
2018
Q4 		$328K Buy
+3,359
New +$358K 0.28% 51

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Private Capital Management (Colorado)'s JPM Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its JPMorgan Chase (JPM) stake by 20% in Q4 2024, selling an estimated $246K and leaving 4,342 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #56.

Private Capital Management (Colorado) first reported a position in JPM in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.15M in Q2 2024. 4,676 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Private Capital Management (Colorado) held 4,342 shares of JPMorgan Chase worth $1.04M as of Q4 2024.
  • Private Capital Management (Colorado) sold 1,058 JPMorgan Chase shares in Q4 2024, an estimated $246K.
  • JPMorgan Chase made up 0.21% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #56 holding.
  • Private Capital Management (Colorado) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 23 quarters since.
  • Private Capital Management (Colorado)'s JPMorgan Chase position peaked at $1.15M in Q2 2024.
  • 4,676 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.