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

Cresset Asset Management, LLC holds 351,216 shares of JPM (JPMORGAN CHASE & CO), worth $103.3M as of 2026-Q1. The position was decreased (-0.9% shares). JPM represents 0.4% of Cresset Asset Management, LLC's portfolio.

Current Value

$103.3M

Current Shares

351,216

Total Value Change

-$13M

Total Shares Change

-223,943

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
351,216
-0.9%
$103.3M0.4%$300.26
0
2025-Q4
Decreased
354,317
-5.4%
$114.2M0.5%$321.97
0
2025-Q3
Decreased
374,487
-3.1%
$118.1M0.4%$312.75
0
2025-Q2
Increased
386,435
+1.3%
$112M0.5%$283.07
36
2025-Q1
Decreased
381,669
-6.7%
$93.6M0.5%$237.97
0
2024-Q4
Decreased
409,030
-30.2%
$98M0.5%$233.31
0
2024-Q3
Increased
586,341
+1.9%
$123.6M0.5%$203.96
37
2024-Q2
Increased
575,159
+16.0%
$116.3M0.5%$194.90
42

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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