Crestone Asset Management’s JPMorgan Chase JPM Stock Holding History

Crestone Asset 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
2024 Q2	–	Sell	-1,823	Closed	-$365K	–	52
2024 Q1	$365K	Sell	1,823 -77	-4%	-$13.9K	0.07%	70
2023 Q4	$323K	Sell	1,900 -1,165	-38%	-$177K	0.07%	66
2023 Q3	$444K	Buy	+3,065	New	+$459K	0.11%	59
2020 Q2	–	Sell	-3,532	Closed	-$318K	–	74
2020 Q1	$318K	Buy	+3,532	New	+$429K	0.13%	43
2019 Q3	–	Sell	-2,080	Closed	-$233K	–	53
2019 Q2	$233K	Hold	2,080	–	–	0.08%	50
2019 Q1	$211K	Buy	+2,080	New	+$214K	0.07%	47
2018 Q3	–	Sell	-1,938	Closed	-$202K	–	42
2018 Q2	$202K	Buy	1,938 +22	+1%	+$2.41K	0.09%	43
2018 Q1	$211K	Hold	1,916	–	–	0.1%	43
2017 Q4	$205K	Buy	+1,916	New	+$194K	0.1%	44
2017 Q3	–	Sell	-2,687	Closed	-$246K	–	47
2017 Q2	$246K	Buy	+2,687	New	+$232K	0.11%	39

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crestone Asset Management's JPM Position: Q2 2024 in Review

Crestone Asset Management sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 1,823 shares — an estimated $365K sold.

Crestone Asset Management first reported a position in JPM in Q2 2017 and held it in 10 quarters. The position peaked at $444K in Q3 2023. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Crestone Asset Management reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 1,823 JPMorgan Chase shares in Q2 2024, an estimated $365K.
Crestone Asset Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 10 quarters.
Crestone Asset Management's JPMorgan Chase position peaked at $444K in Q3 2023.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.