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Creative Financial Designs’s JPMorgan Chase JPM Stock Holding History

Creative Financial Designs’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 		$1.46M Buy
4,965
+74
+2% +$22.5K 0.09% 185
2025
Q4 		$1.58M Buy
4,891
+376
+8% +$116K 0.1% 176
2025
Q3 		$1.42M Sell
4,515
-381
-8% -$113K 0.1% 184
2025
Q2 		$1.42M Sell
4,896
-32
-0.6% -$8.17K 0.1% 173
2025
Q1 		$1.21M Sell
4,928
-26
-0.5% -$6.63K 0.1% 171
2024
Q4 		$1.19M Sell
4,954
-274
-5% -$63.8K 0.1% 178
2024
Q3 		$1.1M Buy
5,228
+2
+0% +$421 0.09% 182
2024
Q2 		$1.06M Buy
5,226
+578
+12% +$113K 0.09% 173
2024
Q1 		$931K Sell
4,648
-1,700
-27% -$307K 0.09% 173
2023
Q4 		$1.08M Sell
6,348
-238
-4% -$36.1K 0.11% 158
2023
Q3 		$955K Buy
6,586
+307
+5% +$46K 0.11% 156
2023
Q2 		$913K Sell
6,279
-390
-6% -$53.6K 0.11% 162
2023
Q1 		$869K Sell
6,669
-1,318
-17% -$181K 0.11% 154
2022
Q4 		$1.07M Buy
7,987
+25
+0.3% +$3.17K 0.16% 122
2022
Q3 		$832K Buy
7,962
+2,098
+36% +$241K 0.14% 138
2022
Q2 		$660K Buy
5,864
+493
+9% +$61.1K 0.11% 157
2022
Q1 		$732K Sell
5,371
-5,894
-52% -$870K 0.11% 152
2021
Q4 		$1.78M Buy
11,265
+1,225
+12% +$201K 0.27% 84
2021
Q3 		$1.64M Buy
10,040
+577
+6% +$90.5K 0.27% 81
2021
Q2 		$1.47M Buy
9,463
+3,113
+49% +$489K 0.26% 80
2021
Q1 		$967K Buy
6,350
+1,085
+21% +$156K 0.19% 99
2020
Q4 		$669K Buy
5,265
+324
+7% +$36.2K 0.14% 125
2020
Q3 		$476K Buy
4,941
+1,906
+63% +$187K 0.12% 145
2020
Q2 		$286K Buy
3,035
+1,839
+154% +$174K 0.09% 170
2020
Q1 		$108K Buy
1,196
+39
+3% +$4.74K 0.06% 166
2019
Q4 		$163K Sell
1,157
-269
-19% -$34.5K 0.07% 166
2019
Q3 		$161K Buy
1,426
+441
+45% +$49.9K 0.09% 154
2019
Q2 		$111K Buy
985
+84
+9% +$9.26K 0.06% 166
2019
Q1 		$91K Buy
901
+801
+801% +$82.5K 0.05% 175
2018
Q4 		$10K Sell
100
-108
-52% -$11.5K 0.01% 362
2018
Q3 		$23K Sell
208
-693
-77% -$78.7K 0.01% 314
2018
Q2 		$94K Sell
901
-248
-22% -$27.2K 0.06% 185
2018
Q1 		$126K Sell
1,149
-95
-8% -$10.8K 0.08% 148
2017
Q4 		$133K Sell
1,244
-1,766
-59% -$179K 0.09% 148
2017
Q3 		$288K Sell
3,010
-301
-9% -$27.8K 0.17% 109
2017
Q2 		$303K Sell
3,311
-991
-23% -$85.5K 0.19% 105
2017
Q1 		$378K Buy
4,302
+88
+2% +$7.76K 0.27% 98
2016
Q4 		$364K Buy
+4,214
New +$321K 0.3% 78

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Financial Designs's JPM Position: Q1 2026 in Review

Creative Financial Designs increased its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, buying an estimated $22.5K and bringing the position to 4,965 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #185.

Creative Financial Designs first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.78M in Q4 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Creative Financial Designs held 4,965 shares of JPMorgan Chase worth $1.46M as of Q1 2026.
  • Creative Financial Designs bought 74 JPMorgan Chase shares in Q1 2026, an estimated $22.5K.
  • JPMorgan Chase made up 0.09% of Creative Financial Designs's portfolio in Q1 2026, its #185 holding.
  • Creative Financial Designs first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's JPMorgan Chase position peaked at $1.78M in Q4 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.