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Crestwood Advisors Group, LLC: JPM position timeline

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

Crestwood Advisors Group, LLC held 274,922 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,922 shares
    Change vs previous 13F +7,997 shares

    1.33% of the 13F portfolio, value $89,990,310.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, 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 266,925 shares
    Change vs previous 13F +23,910 shares

    1.32% of the 13F portfolio, value $78,518,688.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, 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 243,015 shares
    Change vs previous 13F -1,676 shares

    1.3% of the 13F portfolio, value $78,304,268.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, 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 244,691 shares
    Change vs previous 13F -6,267 shares

    1.31% of the 13F portfolio, value $77,182,742.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, 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 250,958 shares
    Change vs previous 13F -732 shares

    1.3% of the 13F portfolio, value $72,755,243.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, 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 251,690 shares
    Change vs previous 13F +4,624 shares

    1.17% of the 13F portfolio, value $61,739,454.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, 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 247,066 shares
    Change vs previous 13F +4,442 shares

    1.11% of the 13F portfolio, value $59,224,276.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, 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 242,624 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $51,159,736.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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