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Cresset Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 362,177 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,177 shares
    Change vs previous 13F +10,961 shares

    0.43% of the 13F portfolio, value $118,551,146.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 351,216 shares
    Change vs previous 13F -3,101 shares

    0.45% of the 13F portfolio, value $103,313,825.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 354,317 shares
    Change vs previous 13F +1,578 shares

    0.49% of the 13F portfolio, value $114,168,049.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 352,739 shares
    Change vs previous 13F +3,865 shares

    0.49% of the 13F portfolio, value $111,264,616.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 348,874 shares
    Change vs previous 13F -32,795 shares

    0.51% of the 13F portfolio, value $101,141,863.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 381,669 shares
    Change vs previous 13F -27,361 shares

    0.47% of the 13F portfolio, value $93,623,440.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 409,030 shares
    Change vs previous 13F -177,311 shares

    0.47% of the 13F portfolio, value $98,048,669.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 586,341 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $123,635,672.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).