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Acorn Creek Capital’s JPMorgan Chase JPM Stock Holding History

Acorn Creek Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
3,361
-44
-1% -$13.7K 0.37% 26
2026
Q1 		$1M Buy
3,405
+19
+0.6% +$5.77K 0.36% 25
2025
Q4 		$1.09M Buy
3,386
+26
+0.8% +$8.05K 0.39% 22
2025
Q3 		$1.06M Buy
3,360
+98
+3% +$29.1K 0.4% 21
2025
Q2 		$946K Buy
3,262
+42
+1% +$10.7K 0.39% 22
2025
Q1 		$790K Sell
3,220
-58
-2% -$14.8K 0.39% 23
2024
Q4 		$786K Sell
3,278
-9
-0.3% -$2.1K 0.4% 27
2024
Q3 		$693K Buy
3,287
+37
+1% +$7.79K 0.37% 27
2024
Q2 		$657K Buy
3,250
+92
+3% +$18K 0.39% 29
2024
Q1 		$632K Sell
3,158
-19
-0.6% -$3.43K 0.4% 29
2023
Q4 		$540K Buy
+3,177
New +$481K 0.24% 35

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acorn Creek Capital's JPM Position: Q2 2026 in Review

Acorn Creek Capital reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $13.7K and leaving 3,361 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #26.

Acorn Creek Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Acorn Creek Capital held 3,361 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
  • Acorn Creek Capital sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.37% of Acorn Creek Capital's portfolio in Q2 2026, its #26 holding.
  • Acorn Creek Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.