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Cherry Creek Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Cherry Creek Investment Advisors’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 		$723K Buy
2,210
+66
+3% +$20.5K 0.28% 57
2026
Q1 		$631K Buy
2,144
+19
+0.9% +$5.77K 0.27% 56
2025
Q4 		$685K Buy
2,125
+63
+3% +$19.5K 0.29% 53
2025
Q3 		$650K Buy
2,062
+10
+0.5% +$2.97K 0.28% 59
2025
Q2 		$595K Buy
2,052
+64
+3% +$16.3K 0.28% 58
2025
Q1 		$488K Buy
1,988
+10
+0.5% +$2.55K 0.25% 61
2024
Q4 		$474K Buy
1,978
+10
+0.5% +$2.33K 0.23% 60
2024
Q3 		$415K Buy
1,968
+10
+0.5% +$2.11K 0.21% 65
2024
Q2 		$396K Buy
1,958
+153
+8% +$29.9K 0.21% 73
2024
Q1 		$362K Buy
1,805
+11
+0.6% +$1.99K 0.2% 73
2023
Q4 		$305K Buy
1,794
+13
+0.7% +$1.97K 0.19% 72
2023
Q3 		$258K Sell
1,781
-265
-13% -$39.7K 0.18% 70
2023
Q2 		$298K Sell
2,046
-403
-16% -$55.4K 0.2% 69
2023
Q1 		$319K Sell
2,449
-262
-10% -$35.9K 0.23% 64
2022
Q4 		$363K Sell
2,711
-4,285
-61% -$543K 0.28% 60
2022
Q3 		$731K Sell
6,996
-30
-0.4% -$3.44K 0.61% 38
2022
Q2 		$791K Buy
7,026
+1,321
+23% +$164K 0.64% 40
2022
Q1 		$778K Sell
5,705
-1,048
-16% -$155K 0.51% 43
2021
Q4 		$1.07M Buy
6,753
+56
+0.8% +$9.2K 0.66% 41
2021
Q3 		$1.1M Buy
6,697
+3,925
+142% +$615K 0.73% 39
2021
Q2 		$431K Buy
+2,772
New +$435K 0.28% 67

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

Cherry Creek Investment Advisors's JPM Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,210 shares worth $723K. The position accounts for 0.28% of the portfolio, ranked #57.

Cherry Creek Investment Advisors first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q3 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cherry Creek Investment Advisors held 2,210 shares of JPMorgan Chase worth $723K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 0.28% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Cherry Creek Investment Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's JPMorgan Chase position peaked at $1.1M in Q3 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.