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Jpmorgan Chase Finl shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Jpmorgan Chase Finl

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All positions including Jpmorgan Chase Finl held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Finl by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 49k 29.52
2025-06-30 $1.8M 58k 30.26
2025-03-31 $2.0M 63k 32.48

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Top funds holding Jpmorgan Chase Finl

Atlantic Trust
Jpmorgan Chase & Co
Equitable Holdings
Keybank National Association
Taylor Investment Counselors
Warren Averett Asset Management
Nicolet Advisory Services
LPL Financial
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Morgan Stanley
Nicolet Bankshares
MAI Wealth Advisors
Vident Advisory

View all funds holding Jpmorgan Chase Finl