Cresset Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.2K Hold
300
– – ﹤0.01% 1663
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

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. 5,155 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.
  • 5,155 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.