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Crestline Management’s JPMorgan Chase JPM Stock Holding History

Crestline 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
2025
Q1 		– Sell
-1,800
Closed -$431K – 340
2024
Q4 		$431K Buy
1,800
+100
+6% +$23.3K 0.01% 566
2024
Q3 		$358K Buy
+1,700
New +$358K 0.02% 438
2023
Q3 		– Sell
-25,000
Closed -$3.64M – 164
2023
Q2 		$3.64M Buy
+25,000
New +$3.44M 0.38% 79
2022
Q2 		– Sell
-48,163
Closed -$6.57M – 258
2022
Q1 		$6.57M Buy
+48,163
New +$7.11M 0.79% 21
2021
Q4 		– Sell
-25,251
Closed -$4.13M – 246
2021
Q3 		$4.13M Buy
+25,251
New +$3.96M 0.39% 54

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Crestline Management's JPM Position: Q1 2025 in Review

Crestline Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,800 shares — an estimated $431K sold.

Crestline Management first reported a position in JPM in Q3 2021 and held it in 5 quarters. The position peaked at $6.57M in Q1 2022. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Crestline Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 1,800 JPMorgan Chase shares in Q1 2025, an estimated $431K.
  • Crestline Management first reported a position in JPMorgan Chase in Q3 2021 and held it in 5 quarters.
  • Crestline Management's JPMorgan Chase position peaked at $6.57M in Q1 2022.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.