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JPMJPM
31 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in JPMORGAN CHASE & CO

Cresset Asset Management, LLC holds 362,177 shares of JPM (JPMORGAN CHASE & CO), worth $118.6M as of 2026-Q2. The position was increased (+3.1% shares). JPM represents 0.4% of Cresset Asset Management, LLC's portfolio.

Current Value

$118.6M

Current Shares

362,177

Total Value Change

+$112.1M

Total Shares Change

+296,590

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
362,177
+3.1%
$118.6M0.4%$325.86
37
2026-Q1
Decreased
351,216
-0.9%
$103.3M0.4%$291.35
0
2025-Q4
Increased
354,317
+0.5%
$114.2M0.5%$317.71
36
2025-Q3
Increased
352,739
+1.1%
$111.3M0.5%$309.51
36
2025-Q2
Decreased
348,874
-8.6%
$101.1M0.5%$283.10
0
2025-Q1
Decreased
381,669
-6.7%
$93.6M0.5%$238.07
0
2024-Q4
Decreased
409,030
-30.2%
$98M0.5%$231.45
0
2024-Q3
Increased
586,341
+1.9%
$123.6M0.5%$202.36
37
2024-Q2
Increased
575,159
+16.0%
$116.3M0.5%$193.03
42
2024-Q1
Increased
495,824
+2.6%
$99.3M0.5%$190.06
37
2023-Q4
Increased
483,211
+2.7%
$82.2M0.5%$160.41
37
2023-Q3
Increased
470,501
+2.6%
$68.2M0.3%$135.76
36
2023-Q2
Increased
458,563
+277.2%
$66.7M0.1%$135.22
48
2023-Q1
Decreased
121,566
-7.9%
$15.8M0.3%$120.21
0
2022-Q4
Decreased
131,989
-0.1%
$15M0.2%$122.80
0
2022-Q3
Decreased
132,059
-5.8%
$13.8M0.2%$94.85
0
2022-Q2
Increased
140,225
+0.3%
$15.5M0.2%$101.31
34
2022-Q1
Decreased
139,788
-14.5%
$19.1M0.2%$121.74
0
2021-Q4
Decreased
163,543
-1.2%
$25.9M0.2%$140.57
0
2021-Q3
Increased
165,526
+7.5%
$27.1M0.4%$144.44
37
2021-Q2
Increased
153,999
+0.9%
$24M0.3%$136.46
34
2021-Q1
Increased
152,575
+11.3%
$23.2M0.4%$132.78
38
2020-Q4
Increased
137,024
+2.9%
$17.4M0.3%$110.04
35
2020-Q3
Increased
133,181
+11.7%
$12.8M0.2%$82.60
37
2020-Q2
Increased
119,226
+26.8%
$11.2M0.2%$79.93
41
2020-Q1
Increased
94,061
+11.2%
$8.5M0.3%$75.71
37
2019-Q4
Increased
84,597
+15.1%
$11.8M0.3%$116.49
38
2019-Q3
Decreased
73,474
-9.2%
$8.6M0.3%$97.56
0
2019-Q2
Decreased
80,943
-0.4%
$9M0.3%$92.03
0
2019-Q1
Increased
81,260
+23.9%
$8.2M0.3%$82.70
40
2018-Q4
First report
65,587
-
$6.4M0.4%$79.10
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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