Cresset Asset Management
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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cresset Asset Management's JPM Position: Q2 2026 in Review

Cresset Asset Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $3.4M and bringing the position to 362,177 shares worth $119M. The position accounts for 0.43% of the portfolio, ranked #38.

Cresset Asset Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $124M in Q3 2024. 5,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cresset Asset Management held 362,177 shares of JPMorgan Chase worth $119M as of Q2 2026.
  • Cresset Asset Management bought 10,961 JPMorgan Chase shares in Q2 2026, an estimated $3.4M.
  • JPMorgan Chase made up 0.43% of Cresset Asset Management's portfolio in Q2 2026, its #38 holding.
  • Cresset Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's JPMorgan Chase position peaked at $124M in Q3 2024.
  • 5,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.