Creative Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $454M | Buy |
1,543,468
+44,216
| +3% | +$13.4M | 0.31% | 44 |
|
|
2025
Q4 | $483M | Buy |
1,499,252
+38,356
| +3% | +$11.9M | 0.35% | 44 |
|
|
2025
Q3 | $461M | Buy |
1,460,896
+96,009
| +7% | +$28.6M | 0.35% | 43 |
|
|
2025
Q2 | $396M | Buy |
1,364,887
+29,844
| +2% | +$7.62M | 0.34% | 42 |
|
|
2025
Q1 | $327M | Buy |
1,335,043
+155,083
| +13% | +$39.5M | 0.31% | 43 |
|
|
2024
Q4 | $283M | Buy |
1,179,960
+40,845
| +4% | +$9.51M | 0.28% | 48 |
|
|
2024
Q3 | $240M | Buy |
1,139,115
+34,746
| +3% | +$7.32M | 0.24% | 50 |
|
|
2024
Q2 | $223M | Buy |
1,104,369
+36,954
| +3% | +$7.22M | 0.24% | 50 |
|
|
2024
Q1 | $214M | Buy |
1,067,415
+38,805
| +4% | +$7M | 0.24% | 53 |
|
|
2023
Q4 | $175M | Sell |
1,028,610
-119,086
| -10% | -$18M | 0.32% | 52 |
|
|
2023
Q3 | $166M | Buy |
1,147,696
+142,916
| +14% | +$21.4M | 0.22% | 56 |
|
|
2023
Q2 | $146M | Buy |
1,004,780
+43,068
| +4% | +$5.92M | 0.19% | 62 |
|
|
2023
Q1 | $125M | Sell |
961,712
-15,513
| -2% | -$2.13M | 0.18% | 64 |
|
|
2022
Q4 | $131M | Buy |
977,225
+101,746
| +12% | +$12.9M | 0.2% | 61 |
|
|
2022
Q3 | $91.5M | Sell |
875,479
-76,633
| -8% | -$8.79M | 0.16% | 63 |
|
|
2022
Q2 | $107M | Buy |
952,112
+207,141
| +28% | +$25.7M | 0.18% | 61 |
|
|
2022
Q1 | $102M | Buy |
744,971
+168,682
| +29% | +$24.9M | 0.16% | 62 |
|
|
2021
Q4 | $91.3M | Buy |
576,289
+533
| +0.1% | +$87.5K | 0.15% | 64 |
|
|
2021
Q3 | $94.2M | Sell |
575,756
-9,291
| -2% | -$1.46M | 0.17% | 60 |
|
|
2021
Q2 | $91M | Sell |
585,047
-20,174
| -3% | -$3.17M | 0.16% | 62 |
|
|
2021
Q1 | $92.1M | Buy |
605,221
+11,019
| +2% | +$1.59M | 0.19% | 60 |
|
|
2020
Q4 | $75.5M | Buy |
594,202
+22,564
| +4% | +$2.52M | 0.17% | 60 |
|
|
2020
Q3 | $55M | Buy |
571,638
+20,297
| +4% | +$1.99M | 0.14% | 66 |
|
|
2020
Q2 | $51.9M | Buy |
551,341
+26,037
| +5% | +$2.47M | 0.15% | 64 |
|
|
2020
Q1 | $47.3M | Sell |
525,304
-11,529
| -2% | -$1.4M | 0.17% | 57 |
|
|
2019
Q4 | $74.8M | Sell |
536,833
-7,621
| -1% | -$977K | 0.22% | 42 |
|
|
2019
Q3 | $64.1M | Sell |
544,454
-10,210
| -2% | -$1.15M | 0.21% | 48 |
|
|
2019
Q2 | $62M | Buy |
554,664
+43,209
| +8% | +$4.76M | 0.21% | 47 |
|
|
2019
Q1 | $51.8M | Buy |
511,455
+7,006
| +1% | +$722K | 0.19% | 52 |
|
|
2018
Q4 | $49.2M | Buy |
504,449
+17,584
| +4% | +$1.87M | 0.2% | 48 |
|
|
2018
Q3 | $54.9M | Sell |
486,865
-1,609
| -0.3% | -$183K | 0.2% | 48 |
|
|
2018
Q2 | $50.9M | Buy |
488,474
+36,874
| +8% | +$4.05M | 0.2% | 51 |
|
|
2018
Q1 | $49.7M | Buy |
451,600
+21,007
| +5% | +$2.38M | 0.2% | 49 |
|
|
2017
Q4 | $46M | Buy |
430,593
+11,652
| +3% | +$1.18M | 0.2% | 49 |
|
|
2017
Q3 | $40M | Buy |
418,941
+12,680
| +3% | +$1.17M | 0.19% | 54 |
|
|
2017
Q2 | $37.1M | Buy |
406,261
+24,739
| +6% | +$2.13M | 0.19% | 55 |
|
|
2017
Q1 | $33.5M | Sell |
381,522
-4,804
| -1% | -$424K | 0.18% | 58 |
|
|
2016
Q4 | $33.3M | Buy |
386,326
+12,637
| +3% | +$964K | 0.2% | 53 |
|
|
2016
Q3 | $24.9M | Buy |
373,689
+10,727
| +3% | +$699K | 0.16% | 66 |
|
|
2016
Q2 | $22.6M | Buy |
362,962
+21,018
| +6% | +$1.31M | 0.16% | 62 |
|
|
2016
Q1 | $20.3M | Sell |
341,944
-2,355
| -0.7% | -$138K | 0.16% | 64 |
|
|
2015
Q4 | $22.7M | Buy |
344,299
+44,790
| +15% | +$2.92M | 0.19% | 60 |
|
|
2015
Q3 | $18.3M | Buy |
299,509
+23,862
| +9% | +$1.56M | 0.16% | 67 |
|
|
2015
Q2 | $18.7M | Buy |
275,647
+34,726
| +14% | +$2.27M | 0.17% | 63 |
|
|
2015
Q1 | $14.6M | Sell |
240,921
-11,302
| -4% | -$669K | 0.14% | 72 |
|
|
2014
Q4 | $15.8M | Buy |
252,223
+30,866
| +14% | +$1.86M | 0.16% | 62 |
|
|
2014
Q3 | $13.3M | Buy |
221,357
+42,941
| +24% | +$2.51M | 0.15% | 71 |
|
|
2014
Q2 | $10.3M | Buy |
178,416
+26,149
| +17% | +$1.47M | 0.13% | 79 |
|
|
2014
Q1 | $9.24M | Buy |
152,267
+4,324
| +3% | +$250K | 0.14% | 76 |
|
|
2013
Q4 | $8.65M | Buy |
147,943
+8,257
| +6% | +$452K | 0.15% | 72 |
|
|
2013
Q3 | $7.22M | Buy |
139,686
+12,866
| +10% | +$690K | 0.14% | 72 |
|
|
2013
Q2 | $6.7M | Buy |
+126,820
| New | +$6.45M | 0.16% | 63 |
|
Other funds holding JPM
VCM
VPM
Creative Planning's JPM Position: Q1 2026 in Review
Creative Planning increased its JPMorgan Chase (JPM) stake by 2.9% in Q1 2026, buying an estimated $13.4M and bringing the position to 1,543,468 shares worth $454M. The position accounts for 0.31% of the portfolio, ranked #44.
Creative Planning first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $483M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Creative Planning held 1,543,468 shares of JPMorgan Chase worth $454M as of Q1 2026.
- Creative Planning bought 44,216 JPMorgan Chase shares in Q1 2026, an estimated $13.4M.
- JPMorgan Chase made up 0.31% of Creative Planning's portfolio in Q1 2026, its #44 holding.
- Creative Planning first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's JPMorgan Chase position peaked at $483M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.