Crescent Sterling, Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crescent Sterling, Ltd. on JPM, newest first. How the timeline and the estimate are built.

Crescent Sterling, Ltd. held 14,852 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

period ended2026-06-30
13F 14,852 shares
Change vs previous 13F -122 shares
4.35% of the 13F portfolio, value $4,861,505.
13F-HR 0001754960-26-000398 filed by Crescent Sterling, Ltd.
Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,974 shares
Change vs previous 13F -133 shares
4.26% of the 13F portfolio, value $4,404,771.
13F-HR 0001754960-26-000201 filed by Crescent Sterling, Ltd.
Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 15,107 shares
Change vs previous 13F -106 shares
4.99% of the 13F portfolio, value $4,867,778.
13F-HR 0001754960-26-000008 filed by Crescent Sterling, Ltd.
Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 15,213 shares
Change vs previous 13F -472 shares
5.05% of the 13F portfolio, value $4,798,637.
13F-HR 0001754960-25-000669 filed by Crescent Sterling, Ltd.
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 15,685 shares
Change vs previous 13F -1,690 shares
5.09% of the 13F portfolio, value $4,547,238.
13F-HR 0001754960-25-000527 filed by Crescent Sterling, Ltd.
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 17,375 shares
Change vs previous 13F -214 shares
4.37% of the 13F portfolio, value $4,262,088.
13F-HR 0001754960-25-000192 filed by Crescent Sterling, Ltd.
Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 17,589 shares
Change vs previous 13F -701 shares
4.33% of the 13F portfolio, value $4,216,259.
13F-HR 0001754960-25-000005 filed by Crescent Sterling, Ltd.
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 18,290 shares
Change vs previous 13F not available
3.67% of the 13F portfolio, value $3,856,629.
13F-HR 0001754960-24-000495 filed by Crescent Sterling, Ltd.
Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).