Crestline 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
2025
Q1
Sell
2024
Q4
$431K Buy
2024
Q3
$358K Buy
2023
Q3
Sell
2023
Q2
$3.64M Buy
2022
Q2
Sell
2022
Q1
$6.57M Buy
2021
Q4
Sell
2021
Q3
$4.13M Buy