Crescent Grove Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1713520 LAKE FOREST, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,231,742

-$809,434 QoQ

Shares Held

3,763

-45.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#3,436

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $2,368,899 across 4 Banks - Diversified names. JPM ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,763	$1,231,742
2	BMO	Bank Of Montreal /Can/	3,839	$678,351
3	BNS	Bank Of Nova Scotia	2,900	$251,836
4	RY	Royal Bank Of Canada	1,000	$206,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,231,742	3,763	-45.8%	Shares	Sole	2026-08-10
2026-03-31	$2,041,176	6,939	-8.3%	Shares	Sole	2026-05-06
2025-12-31	$2,438,883	7,569	-18.4%	Shares	Sole	2026-02-11
2025-09-30	$2,925,613	9,275	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$2,744,867	9,468	-12.5%	Shares	Sole	2025-08-13
2025-03-31	$2,653,900	10,819	+2.3%	Shares	Sole	2025-04-24
2024-12-31	$2,535,652	10,578	+20.4%	Shares	Sole	2025-01-21
2024-09-30	$1,852,826	8,787	-1.0%	Shares	Sole	2024-10-30
2024-06-30	$1,795,462	8,877	-10.1%	Shares	Sole	2024-07-22
2024-03-31	$1,977,361	9,872	-1.3%	Shares	Sole	2024-04-29
2023-12-31	$1,701,680	10,004	-1.2%	Shares	Sole	2024-01-30
2023-09-30	$1,468,617	10,127	+2.7%	Shares	Sole	2023-10-25
2023-06-30	$1,434,620	9,864	-19.5%	Shares	Sole	2023-07-13
2023-03-31	$1,597,730	12,261	+15.8%	Shares	Sole	2023-05-03
2022-12-31	$1,420,387	10,592	+11.6%	Shares	Sole	2023-01-12
2022-09-30	$991,914	9,492	-2.6%	Shares	Sole	2022-11-08
2022-06-30	$1,097,046	9,742	-5.1%	Shares	Sole	2022-07-20
2022-03-31	$1,398,915	10,262	-13.0%	Shares	Sole	2022-05-04
2021-12-31	$1,867,263	11,792	+6.5%	Shares	Sole	2022-01-24
2021-09-30	$1,812,048	11,070	-2.4%	Shares	Sole	2021-10-26
2021-06-30	$1,763,668	11,339	-5.2%	Shares	Sole	2021-07-26
2021-03-31	$1,819,909	11,955	+1.7%	Shares	Sole	2021-05-07
2020-12-31	$1,494,216	11,759	-1.7%	Shares	Sole	2021-02-01
2020-09-30	$1,151,196	11,958	+5.8%	Shares	Sole	2020-11-06
2020-06-30	$1,062,878	11,300	+13.5%	Shares	Sole	2020-08-03
2020-03-31	$896,608	9,959	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.