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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acorn Creek Capital's JPM Position: Q1 2026 in Review

Acorn Creek Capital increased its JPMorgan Chase (JPM) stake by 0.56% in Q1 2026, buying an estimated $5.77K and bringing the position to 3,405 shares worth $1M. The position accounts for 0.36% of the portfolio, ranked #25.

Acorn Creek Capital first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Acorn Creek Capital held 3,405 shares of JPMorgan Chase worth $1M as of Q1 2026.
Acorn Creek Capital bought 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
JPMorgan Chase made up 0.36% of Acorn Creek Capital's portfolio in Q1 2026, its #25 holding.
Acorn Creek Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Acorn Creek Capital's JPMorgan Chase position peaked at $1.09M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Acorn Creek Capital's 13F filing for Q1 2026, filed 12 May 2026.