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Crescent Sterling’s JPMorgan Chase JPM Stock Holding History

Crescent Sterling’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
2026
Q2 		$4.86M Sell
14,852
-122
-0.8% -$37.9K 4.35% 5
2026
Q1 		$4.4M Sell
14,974
-133
-0.9% -$40.4K 4.26% 4
2025
Q4 		$4.87M Sell
15,107
-106
-0.7% -$32.8K 4.99% 3
2025
Q3 		$4.8M Sell
15,213
-472
-3% -$140K 5.05% 3
2025
Q2 		$4.55M Sell
15,685
-1,690
-10% -$431K 5.09% 3
2025
Q1 		$4.26M Sell
17,375
-214
-1% -$54.6K 4.37% 4
2024
Q4 		$4.22M Sell
17,589
-701
-4% -$163K 4.33% 4
2024
Q3 		$3.86M Sell
18,290
-812
-4% -$171K 3.67% 7
2024
Q2 		$3.86M Sell
19,102
-1,240
-6% -$242K 3.7% 6
2024
Q1 		$4.07M Sell
20,342
-486
-2% -$87.7K 3.71% 5
2023
Q4 		$3.54M Sell
20,828
-172
-0.8% -$26.1K 3.53% 7
2023
Q3 		$3.05M Sell
21,000
-1,650
-7% -$247K 3.22% 10
2023
Q2 		$3.29M Buy
22,650
+392
+2% +$53.9K 3.13% 9
2023
Q1 		$2.9M Buy
22,258
+1,591
+8% +$218K 2.82% 13
2022
Q4 		$2.77M Buy
+20,667
New +$2.62M 2.97% 12

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Crescent Sterling's JPM Position: Q2 2026 in Review

Crescent Sterling reduced its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, selling an estimated $37.9K and leaving 14,852 shares worth $4.86M. The position accounts for 4.35% of the portfolio, ranked #5.

Crescent Sterling first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.87M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crescent Sterling held 14,852 shares of JPMorgan Chase worth $4.86M as of Q2 2026.
  • Crescent Sterling sold 122 JPMorgan Chase shares in Q2 2026, an estimated $37.9K.
  • JPMorgan Chase made up 4.35% of Crescent Sterling's portfolio in Q2 2026, its #5 holding.
  • Crescent Sterling first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Crescent Sterling's JPMorgan Chase position peaked at $4.87M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.