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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Crestmont Private Wealth's JPM Position: Q1 2026 in Review

Crestmont Private Wealth held its JPMorgan Chase (JPM) position steady in Q1 2026 at 724 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #100.

Crestmont Private Wealth first reported a position in JPM in Q3 2024 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Crestmont Private Wealth held 724 shares of JPMorgan Chase worth $213K as of Q1 2026.
  • Crestmont Private Wealth left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.07% of Crestmont Private Wealth's portfolio in Q1 2026, its #100 holding.
  • Crestmont Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 5 quarters since.
  • Crestmont Private Wealth's JPMorgan Chase position peaked at $233K in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.