Crestwood Advisors Group’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
Q2 | $72.8M | Sell |
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|
2025
Q1 | $61.7M | Buy |
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|
2024
Q4 | $59.2M | Buy |
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|
2024
Q3 | $51.2M | Sell |
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|
2024
Q2 | $50.3M | Buy |
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|
2024
Q1 | $49.5M | Buy |
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|
2023
Q4 | $41.9M | Buy |
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|
2023
Q3 | $35.4M | Buy |
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|
2023
Q2 | $23.6M | Sell |
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|
2023
Q1 | $28M | Sell |
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|
2022
Q4 | $30.9M | Sell |
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|
2022
Q3 | $24.7M | Sell |
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|
2022
Q2 | $26.8M | Buy |
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|
2022
Q1 | $32.4M | Sell |
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|
2021
Q4 | $38.5M | Sell |
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|
2021
Q3 | $40M | Sell |
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|
2021
Q2 | $38M | Sell |
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|
2021
Q1 | $40.4M | Sell |
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|
2020
Q4 | $34.5M | Sell |
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|
2020
Q3 | $28M | Sell |
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|
2020
Q2 | $29.1M | Sell |
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|
2020
Q1 | $28M | Sell |
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|
2019
Q4 | $43.7M | Sell |
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|
2019
Q3 | $37.2M | Sell |
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|
2019
Q2 | $35.5M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $878K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $670K | Buy |
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|
2017
Q2 | $610K | Sell |
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|
2017
Q1 | $684K | Buy |
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|
2016
Q4 | $589K | Buy |
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|
2016
Q3 | $356K | Buy |
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $496K | Buy |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $253K | Sell |
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|
2014
Q4 | $299K | Sell |
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|
2014
Q3 | $290K | Buy |
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|
2014
Q2 | $255K | Buy |
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|
2014
Q1 | $268K | Sell |
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|
2013
Q4 | $262K | Sell |
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|
2013
Q3 | $246K | Sell |
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|
2013
Q2 | $282K | Buy |
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