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Cresset Asset Management’s JPMorgan Chase JPM Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-680,000
Closed -$98.9M – 1894
2023
Q2 		$98.9M Buy
+680,000
New +$93.5M 0.12% 56

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cresset Asset Management's JPM Position: Q1 2026 in Review

Cresset Asset Management reduced its JPMorgan Chase (JPM) stake by 0.88% in Q1 2026, selling an estimated $941K and leaving 351,216 shares worth $103M. The position accounts for 0.45% of the portfolio, ranked #36.

Cresset Asset Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $124M in Q3 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cresset Asset Management held 351,216 shares of JPMorgan Chase worth $103M as of Q1 2026.
  • Cresset Asset Management sold 3,101 JPMorgan Chase shares in Q1 2026, an estimated $941K.
  • JPMorgan Chase made up 0.45% of Cresset Asset Management's portfolio in Q1 2026, its #36 holding.
  • Cresset Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's JPMorgan Chase position peaked at $124M in Q3 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.