A detailed history of Cresset Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cresset Asset Management, LLC holds 586,341 shares of JPM stock, worth $141 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
586,341
Previous 575,159 1.94%
Holding current value
$141 Million
Previous $116 Million 6.24%
% of portfolio
0.48%
Previous 0.49%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $2.18 Million - $2.51 Million
11,182 Added 1.94%
586,341 $124 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $14.3 Million - $16.2 Million
79,335 Added 16.0%
575,159 $116 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $2.11 Million - $2.53 Million
12,613 Added 2.61%
495,824 $99.3 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.72 Million - $2.16 Million
12,710 Added 2.7%
483,211 $82.2 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.71 Million - $1.89 Million
11,938 Added 2.6%
470,501 $68.2 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $43 Million - $49 Million
336,997 Added 277.21%
458,563 $66.7 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $1.3 Million - $1.5 Million
-10,423 Reduced 7.9%
121,566 $15.8 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $7,137 - $9,648
-70 Reduced 0.05%
131,989 $17.7 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $169,281 - $984,656
-8,166 Reduced 5.82%
132,059 $13.8 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $49,210 - $59,392
437 Added 0.31%
140,225 $15.5 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $3.05 Million - $4 Million
-23,755 Reduced 14.53%
139,788 $19.1 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $305,263 - $340,639
-1,983 Reduced 1.2%
163,543 $25.9 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $1.69 Million - $1.92 Million
11,527 Added 7.49%
165,526 $27.1 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $209,854 - $237,010
1,424 Added 0.93%
153,999 $24 Million
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $1.95 Million - $2.45 Million
15,551 Added 11.35%
152,575 $23.2 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $371,003 - $488,330
3,843 Added 2.89%
137,024 $17.4 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $1.27 Million - $1.45 Million
13,955 Added 11.7%
133,181 $12.8 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $2.11 Million - $2.85 Million
25,165 Added 26.75%
119,226 $11.2 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $747,939 - $1.34 Million
9,464 Added 11.19%
94,061 $8.47 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $1.24 Million - $1.55 Million
11,123 Added 15.14%
84,597 $11.8 Million
Q3 2019

Nov 13, 2019

SELL
$104.8 - $120.23 $782,751 - $897,997
-7,469 Reduced 9.23%
73,474 $8.65 Million
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $33,170 - $36,810
-317 Reduced 0.39%
80,943 $9.05 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $1.52 Million - $1.68 Million
15,673 Added 23.9%
81,260 $8.23 Million
Q4 2018

May 21, 2019

BUY
$92.14 - $115.32 $6.04 Million - $7.56 Million
65,587 New
65,587 $6.4 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $706B
  • 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 ...
More about JPM
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