CAM
Cresset Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
386,435
+4,766
| +1% | +$1.38M | 0.49% | 31 |
|
|
2025
Q1 | $93.6M | Sell |
381,669
-27,361
| -7% | -$6.71M | 0.47% | 35 |
|
|
2024
Q4 | $98M | Sell |
409,030
-177,311
| -30% | -$42.5M | 0.47% | 33 |
|
|
2024
Q3 | $124M | Buy |
586,341
+11,182
| +2% | +$2.36M | 0.48% | 30 |
|
|
2024
Q2 | $116M | Buy |
575,159
+79,335
| +16% | +$16M | 0.49% | 31 |
|
|
2024
Q1 | $99.3M | Buy |
495,824
+12,613
| +3% | +$2.53M | 0.48% | 29 |
|
|
2023
Q4 | $82.2M | Buy |
483,211
+12,710
| +3% | +$2.16M | 0.49% | 31 |
|
|
2023
Q3 | $68.2M | Buy |
470,501
+11,938
| +3% | +$1.73M | 0.26% | 35 |
|
|
2023
Q2 | $66.7M | Buy |
458,563
+336,997
| +277% | +$49M | 0.08% | 35 |
|
|
2023
Q1 | $15.8M | Sell |
121,566
-10,423
| -8% | -$1.36M | 0.32% | 55 |
|
|
2022
Q4 | $15M | Sell |
131,989
-70
| -0.1% | -$7.97K | 0.19% | 61 |
|
|
2022
Q3 | $13.8M | Sell |
132,059
-8,166
| -6% | -$853K | 0.17% | 60 |
|
|
2022
Q2 | $15.5M | Buy |
140,225
+437
| +0.3% | +$48.4K | 0.19% | 56 |
|
|
2022
Q1 | $19.1M | Sell |
139,788
-23,755
| -15% | -$3.24M | 0.2% | 54 |
|
|
2021
Q4 | $25.9M | Sell |
163,543
-1,983
| -1% | -$314K | 0.25% | 46 |
|
|
2021
Q3 | $27.1M | Buy |
165,526
+11,527
| +7% | +$1.89M | 0.36% | 32 |
|
|
2021
Q2 | $24M | Buy |
153,999
+1,424
| +0.9% | +$221K | 0.34% | 33 |
|
|
2021
Q1 | $23.2M | Buy |
152,575
+15,551
| +11% | +$2.37M | 0.37% | 30 |
|
|
2020
Q4 | $17.4M | Buy |
137,024
+3,843
| +3% | +$488K | 0.28% | 35 |
|
|
2020
Q3 | $12.8M | Buy |
133,181
+13,955
| +12% | +$1.34M | 0.24% | 43 |
|
|
2020
Q2 | $11.2M | Buy |
119,226
+25,165
| +27% | +$2.37M | 0.25% | 44 |
|
|
2020
Q1 | $8.47M | Buy |
94,061
+9,464
| +11% | +$852K | 0.26% | 34 |
|
|
2019
Q4 | $11.8M | Buy |
84,597
+11,123
| +15% | +$1.55M | 0.32% | 32 |
|
|
2019
Q3 | $8.65M | Sell |
73,474
-7,469
| -9% | -$879K | 0.26% | 44 |
|
|
2019
Q2 | $9.05M | Sell |
80,943
-317
| -0.4% | -$35.4K | 0.28% | 59 |
|
|
2019
Q1 | $8.23M | Buy |
81,260
+15,673
| +24% | +$1.59M | 0.32% | 26 |
|
|
2018
Q4 | $6.4M | Buy |
+65,587
| New | +$6.4M | 0.38% | 24 |
|