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
2026 Q1	$8.74K	Hold	300	–	–	﹤0.01%	1613
2025 Q4	$96.7K	Buy	300 +100	+50%	+$31K	﹤0.01%	1578
2025 Q3	$63.1K	Hold	200	–	–	﹤0.01%	1518
2025 Q2	$58K	Hold	200	–	–	﹤0.01%	1384
2025 Q1	$49.1K	Buy	+200	New	+$51K	﹤0.01%	1656
2024 Q4	–	Sell	-200	Closed	-$46.6K	–	1669
2024 Q3	$42.2K	Hold	200	–	–	﹤0.01%	2096
2024 Q2	$40.5K	Buy	+200	New	+$39.1K	﹤0.01%	2019
2024 Q1	–	Sell	-100	Closed	-$17K	–	1947
2023 Q4	$17K	Buy	+100	New	+$15.2K	﹤0.01%	1821

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 5,053 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.
5,053 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.