CAG
JPM icon

Crestwood Advisors Group’s JPMorgan Chase JPM Stock Holding History

Crestwood Advisors Group’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 		$90M Buy
274,922
+7,997
+3% +$2.48M 1.33% 16
2026
Q1 		$78.5M Buy
266,925
+23,910
+10% +$7.26M 1.32% 16
2025
Q4 		$78.3M Sell
243,015
-1,676
-0.7% -$519K 1.3% 18
2025
Q3 		$77.2M Sell
244,691
-6,267
-2% -$1.86M 1.31% 17
2025
Q2 		$72.8M Sell
250,958
-732
-0.3% -$187K 1.3% 18
2025
Q1 		$61.7M Buy
251,690
+4,624
+2% +$1.18M 1.17% 25
2024
Q4 		$59.2M Buy
247,066
+4,442
+2% +$1.03M 1.11% 28
2024
Q3 		$51.2M Sell
242,624
-6,084
-2% -$1.28M 0.98% 31
2024
Q2 		$50.3M Buy
248,708
+1,518
+0.6% +$297K 1.04% 29
2024
Q1 		$49.5M Buy
247,190
+789
+0.3% +$142K 1.08% 29
2023
Q4 		$41.9M Buy
246,401
+1,961
+0.8% +$297K 0.98% 34
2023
Q3 		$35.4M Buy
244,440
+82,138
+51% +$12.3M 0.93% 35
2023
Q2 		$23.6M Sell
162,302
-52,248
-24% -$7.19M 0.74% 44
2023
Q1 		$28M Sell
214,550
-15,694
-7% -$2.15M 0.93% 40
2022
Q4 		$30.9M Sell
230,244
-6,420
-3% -$813K 1.05% 38
2022
Q3 		$24.7M Sell
236,664
-1,363
-0.6% -$156K 0.88% 42
2022
Q2 		$26.8M Buy
238,027
+348
+0.1% +$43.1K 0.9% 40
2022
Q1 		$32.4M Sell
237,679
-5,347
-2% -$789K 0.91% 41
2021
Q4 		$38.5M Sell
243,026
-1,148
-0.5% -$189K 1% 39
2021
Q3 		$40M Sell
244,174
-38
-0% -$5.96K 1.13% 31
2021
Q2 		$38M Sell
244,212
-21,155
-8% -$3.32M 1.1% 35
2021
Q1 		$40.4M Sell
265,367
-6,345
-2% -$913K 1.27% 25
2020
Q4 		$34.5M Sell
271,712
-18,696
-6% -$2.09M 1.14% 32
2020
Q3 		$28M Sell
290,408
-19,237
-6% -$1.89M 1.05% 39
2020
Q2 		$29.1M Sell
309,645
-1,198
-0.4% -$114K 1.17% 31
2020
Q1 		$28M Sell
310,843
-2,596
-0.8% -$315K 1.39% 21
2019
Q4 		$43.7M Sell
313,439
-2,371
-0.8% -$304K 1.73% 16
2019
Q3 		$37.2M Sell
315,810
-2,141
-0.7% -$242K 1.63% 18
2019
Q2 		$35.5M Buy
317,951
+306,506
+2,678% +$33.8M 1.61% 16
2019
Q1 		$1.16M Buy
11,445
+2,456
+27% +$253K 0.08% 77
2018
Q4 		$878K Sell
8,989
-495
-5% -$52.7K 0.07% 84
2018
Q3 		$1.07M Sell
9,484
-14
-0.1% -$1.59K 0.08% 76
2018
Q2 		$1.08M Sell
9,498
-129
-1% -$14.2K 0.08% 74
2018
Q1 		$1.06M Sell
9,627
-659
-6% -$74.6K 0.08% 75
2017
Q4 		$1.1M Buy
10,286
+3,270
+47% +$331K 0.09% 76
2017
Q3 		$670K Buy
7,016
+336
+5% +$31K 0.06% 93
2017
Q2 		$610K Sell
6,680
-1,229
-16% -$106K 0.05% 92
2017
Q1 		$684K Buy
7,909
+1,080
+16% +$95.3K 0.06% 85
2016
Q4 		$589K Buy
6,829
+1,476
+28% +$113K 0.06% 92
2016
Q3 		$356K Buy
5,353
+1,014
+23% +$66.1K 0.04% 93
2016
Q2 		$270K Sell
4,339
-650
-13% -$40.6K 0.03% 110
2016
Q1 		$295K Sell
4,989
-2,525
-34% -$147K 0.03% 111
2015
Q4 		$496K Buy
7,514
+2,198
+41% +$143K 0.06% 96
2015
Q3 		$324K Buy
5,316
+1,483
+39% +$97.1K 0.04% 107
2015
Q2 		$260K Sell
3,833
-337
-8% -$22K 0.03% 131
2015
Q1 		$253K Sell
4,170
-610
-13% -$36.1K 0.04% 122
2014
Q4 		$299K Sell
4,780
-40
-0.8% -$2.41K 0.05% 102
2014
Q3 		$290K Buy
4,820
+400
+9% +$23.4K 0.05% 96
2014
Q2 		$255K Buy
4,420
+11
+0.2% +$618 0.04% 106
2014
Q1 		$268K Sell
4,409
-77
-2% -$4.45K 0.04% 104
2013
Q4 		$262K Sell
4,486
-275
-6% -$15.1K 0.04% 111
2013
Q3 		$246K Sell
4,761
-581
-11% -$31.2K 0.04% 116
2013
Q2 		$282K Buy
+5,342
New +$272K 0.05% 105

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Crestwood Advisors Group's JPM Position: Q2 2026 in Review

Crestwood Advisors Group increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $2.48M and bringing the position to 274,922 shares worth $90M. The position accounts for 1.33% of the portfolio, ranked #16.

Crestwood Advisors Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,790 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crestwood Advisors Group held 274,922 shares of JPMorgan Chase worth $90M as of Q2 2026.
  • Crestwood Advisors Group bought 7,997 JPMorgan Chase shares in Q2 2026, an estimated $2.48M.
  • JPMorgan Chase made up 1.33% of Crestwood Advisors Group's portfolio in Q2 2026, its #16 holding.
  • Crestwood Advisors Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,790 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.