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Crestmont Private Wealth’s JPMorgan Chase JPM Stock Holding History

Crestmont Private Wealth’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
Q2 		$215K Sell
658
-66
-9% -$20.5K 0.06% 96
2026
Q1 		$213K Hold
724
– – 0.07% 100
2025
Q4 		$233K Hold
724
– – 0.08% 78
2025
Q3 		$228K Sell
724
-8
-1% -$2.38K 0.08% 81
2025
Q2 		$212K Buy
+732
New +$187K 0.08% 76
2024
Q4 		– Sell
-951
Closed -$201K – 99
2024
Q3 		$201K Buy
+951
New +$200K 0.09% 115

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 $3.37T AUM 44.26% 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

Crestmont Private Wealth's JPM Position: Q2 2026 in Review

Crestmont Private Wealth reduced its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, selling an estimated $20.5K and leaving 658 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #96.

Crestmont Private Wealth first reported a position in JPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $233K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crestmont Private Wealth held 658 shares of JPMorgan Chase worth $215K as of Q2 2026.
  • Crestmont Private Wealth sold 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 0.06% of Crestmont Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Crestmont Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 6 quarters since.
  • Crestmont Private Wealth's JPMorgan Chase position peaked at $233K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.