Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$89,990,217
+$11,471,560 QoQ
Shares Held
274,922
+3.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#428
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. JPM ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,990,217 | 274,922 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $78,518,657 | 266,925 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $78,304,293 | 243,015 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $77,182,882 | 244,691 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $72,755,233 | 250,958 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $61,739,557 | 251,690 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $59,224,190 | 247,066 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $51,159,696 | 242,624 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $50,303,680 | 248,708 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $49,512,157 | 247,190 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $35,448,688 | 244,440 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $23,605,202 | 162,302 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $27,958,010 | 214,550 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,875,720 | 230,244 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,731,388 | 236,664 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $26,804,220 | 238,027 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $32,400,401 | 237,679 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $38,483,167 | 243,026 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $39,968,842 | 244,174 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $37,984,734 | 244,212 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $40,396,818 | 265,367 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $34,526,443 | 271,712 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $27,957,578 | 290,408 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $29,125,208 | 309,645 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,985,195 | 310,843 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||