Crescent Sterling
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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
Q3 		$4.78M Sell
14,443
-409
-3% -$143K 3.92% 6
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Crescent Sterling's JPM Position: Q3 2026 in Review

Crescent Sterling reduced its JPMorgan Chase (JPM) stake by 2.8% in Q3 2026, selling an estimated $143K and leaving 14,443 shares worth $4.78M. The position accounts for 3.92% of the portfolio, ranked #6.

Crescent Sterling first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.87M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Crescent Sterling held 14,443 shares of JPMorgan Chase worth $4.78M as of Q3 2026.
  • Crescent Sterling sold 409 JPMorgan Chase shares in Q3 2026, an estimated $143K.
  • JPMorgan Chase made up 3.92% of Crescent Sterling's portfolio in Q3 2026, its #6 holding.
  • Crescent Sterling first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Crescent Sterling's JPMorgan Chase position peaked at $4.87M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.