Creative Capital Management Investments’s JPMorgan Chase JPM Stock Holding History

Creative Capital Management Investments’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	$331K	Buy	1,011 +347	+52%	+$108K	0.08%	59
2026 Q1	$195K	Sell	664 -35	-5%	-$10.6K	0.06%	59
2025 Q4	$225K	Buy	699 +43	+7%	+$13.3K	0.07%	48
2025 Q3	$207K	Buy	656 +47	+8%	+$14K	0.07%	52
2025 Q2	$177K	Buy	609 +11	+2%	+$2.81K	0.06%	57
2025 Q1	$147K	Hold	598	–	–	0.06%	64
2024 Q4	$143K	Buy	598 +411	+220%	+$95.7K	0.06%	62
2024 Q3	$39.4K	Hold	187	–	–	0.02%	107
2024 Q2	$37.8K	Sell	187 -80	-30%	-$15.6K	0.02%	98
2024 Q1	$53.5K	Hold	267	–	–	0.03%	81
2023 Q4	$45.4K	Hold	267	–	–	0.03%	88
2023 Q3	$38.7K	Hold	267	–	–	0.03%	96
2023 Q2	$38.8K	Sell	267 -761	-74%	-$105K	0.03%	94
2023 Q1	$134K	Buy	1,028 +806	+363%	+$110K	0.1%	60
2022 Q4	$30K	Buy	+222	New	+$28.1K	0.03%	92

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creative Capital Management Investments's JPM Position: Q2 2026 in Review

Creative Capital Management Investments increased its JPMorgan Chase (JPM) stake by 52% in Q2 2026, buying an estimated $108K and bringing the position to 1,011 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #59.

Creative Capital Management Investments first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Creative Capital Management Investments held 1,011 shares of JPMorgan Chase worth $331K as of Q2 2026.
Creative Capital Management Investments bought 347 JPMorgan Chase shares in Q2 2026, an estimated $108K.
JPMorgan Chase made up 0.08% of Creative Capital Management Investments's portfolio in Q2 2026, its #59 holding.
Creative Capital Management Investments first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.