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Crestwood Advisors Group, LLC → JPM-PM
Crestwood Advisors Group, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$91.8M
Q3 2026
Peak value
$91.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $77.2M |
| Q3 2025 | $1.5M |
| Q4 2025 | $78.3M |
| Q4 2025 | $874K |
| Q1 2026 | $19K |
| Q1 2026 | $78.5M |
| Q1 2026 | $516K |
| Q2 2026 | $29K |
| Q2 2026 | $90M |
| Q2 2026 | $235K |
| Q3 2026 | $29K |
| Q3 2026 | $91.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $91.8M | 277.4K | — | — |
| Q3 2026 | $29K | 89 | — | — |
| Q2 2026 | $235K | 6.8K | — | — |
| Q2 2026 | $90M | 274.8K | — | — |
| Q2 2026 | $29K | 89 | — | — |
| Q1 2026 | $516K | 14.9K | — | — |
| Q1 2026 | $78.5M | 266.9K | — | — |
| Q1 2026 | $19K | 64 | — | — |
| Q4 2025 | $874K | 29.2K | — | — |
| Q4 2025 | $78.3M | 243.0K | — | — |
| Q3 2025 | $1.5M | 49.3K | — | — |
| Q3 2025 | $77.2M | 244.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B