Crescent Grove Advisors, LLC Jpmorgan Chase & CO Transaction History

Crescent Grove Advisors, LLC

$980 Million
Q2 2025

A detailed history of Crescent Grove Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 9,468 shares of JPM stock, worth $2.81 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,468

Previous 10,819 12.49%

Holding current value

$2.81 Million

Previous $2.65 Million 3.43%

% of portfolio

0.28%

Previous 0.29%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$210.28 - $289.91 $284,088 - $391,668	-1,351 Reduced 12.49%	9,468 $2.74 Million
Q1 2025 Apr 24, 2025	BUY	$225.19 - $279.95 $54,270 - $67,467	241 Added 2.28%	10,819 $2.65 Million
Q4 2024 Jan 21, 2025	BUY	$205.18 - $250.29 $367,477 - $448,269	1,791 Added 20.38%	10,578 $2.54 Million
Q3 2024 Oct 30, 2024	SELL	$194.9 - $224.8 $17,541 - $20,232	-90 Reduced 1.01%	8,787 $1.85 Million
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $179,179 - $203,766	-995 Reduced 10.08%	8,877 $1.8 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $22,055 - $26,439	-132 Reduced 1.32%	9,872 $1.98 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $16,689 - $20,946	-123 Reduced 1.21%	10,004 $1.7 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $37,664 - $41,554	263 Added 2.67%	10,127 $1.47 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $305,545 - $348,619	-2,397 Reduced 19.55%	9,864 $1.43 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $208,474 - $240,002	1,669 Added 15.76%	12,261 $1.6 Million
Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $112,156 - $151,624	1,100 Added 11.59%	10,592 $0
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $5,182 - $30,145	-250 Reduced 2.57%	9,492 $992,000
Q2 2022 Jul 20, 2022	SELL	$112.61 - $135.91 $58,557 - $70,673	-520 Reduced 5.07%	9,742 $1.1 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $196,299 - $257,713	-1,530 Reduced 12.97%	10,262 $1.4 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $111,144 - $124,025	722 Added 6.52%	11,792 $1.87 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $39,534 - $44,917	-269 Reduced 2.37%	11,070 $1.81 Million
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $90,779 - $102,527	-616 Reduced 5.15%	11,339 $1.76 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $24,627 - $30,899	196 Added 1.67%	11,955 $1.82 Million
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $19,211 - $25,286	-199 Reduced 1.66%	11,759 $1.49 Million
Q3 2020 Nov 06, 2020	BUY	$91.28 - $103.82 $60,062 - $68,313	658 Added 5.82%	11,958 $1.15 Million
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $112,684 - $152,136	1,341 Added 13.47%	11,300 $1.06 Million
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $27,265 - $48,676	345 Added 3.59%	9,959 $897,000
Q4 2019 Feb 03, 2020	SELL	$111.82 - $139.4 $42,379 - $52,832	-379 Reduced 3.79%	9,614 $1.34 Million
Q3 2019 Oct 31, 2019	SELL	$104.8 - $120.23 $205,932 - $236,251	-1,965 Reduced 16.43%	9,993 $1.18 Million
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $41,856 - $46,448	400 Added 3.46%	11,958 $1.34 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $183,732 - $202,803	-1,892 Reduced 14.07%	11,558 $1.17 Million
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $296,414 - $370,984	3,217 Added 31.44%	13,450 $1.31 Million
Q3 2018 Nov 05, 2018	BUY	$103.61 - $118.63 $31,083 - $35,589	300 Added 3.02%	10,233 $1.16 Million
Q2 2018 Jul 16, 2018	SELL	$103.24 - $114.29 $13,834 - $15,314	-134 Reduced 1.33%	9,933 $1.04 Million
Q1 2018 May 03, 2018	BUY	$107.01 - $118.77 $21,937 - $24,347	205 Added 2.08%	10,067 $1.11 Million
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $871,998 - $941,919	9,862	9,862 $942,000

Others Institutions Holding JPM

# of Institutions

5,358

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $871B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Crescent Grove Advisors, LLC Jpmorgan Chase & CO Transaction History