Creative Planning’s JPMorgan Chase JPM Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-300	Closed	-$22.7K	–	2973
2023 Q2	$22.7K	Hold	300	–	–	﹤0.01%	2499
2023 Q1	$18.4K	Buy	+300	New	+$41.1K	﹤0.01%	2412
2022 Q4	–	Sell	-100	Closed	-$2K	–	2552
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	2289
2022 Q2	$2K	Sell	100 -1,900	-95%	-$235K	﹤0.01%	2253
2022 Q1	$47K	Buy	+2,000	New	+$295K	﹤0.01%	2068
2018 Q4	–	Sell	-1,000	Closed	-$2K	–	2026
2018 Q3	$2K	Buy	1,000 +400	+67%	+$45.4K	﹤0.01%	2035
2018 Q2	$1K	Buy	+600	New	+$65.8K	﹤0.01%	2023
2017 Q3	–	Sell	-1,700	Closed	-$11K	–	2830
2017 Q2	$11K	Buy	1,700 +1,000	+143%	+$86.3K	﹤0.01%	3573
2017 Q1	$8K	Buy	+700	New	+$61.8K	﹤0.01%	3718
2016 Q4	–	Sell	-1,500	Closed	-$1K	–	4727
2016 Q3	$1K	Buy	+1,500	New	+$97.8K	﹤0.01%	4394
2016 Q1	–	Sell	-500	Closed	-$2K	–	4430
2015 Q4	$2K	Sell	500 -500	-50%	-$32.6K	﹤0.01%	4030
2015 Q3	$2K	Buy	+1,000	New	+$65.5K	﹤0.01%	3946
2015 Q2	–	Sell	-1,000	Closed	-$6K	–	2085
2015 Q1	$6K	Sell	1,000 -16,000	-94%	-$948K	﹤0.01%	3465
2014 Q4	$129K	Sell	17,000 -1,100	-6%	-$66.2K	﹤0.01%	1408
2014 Q3	$116K	Buy	18,100 +100	+0.6%	+$5.85K	﹤0.01%	1375
2014 Q2	$87K	Buy	+18,000	New	+$1.01M	﹤0.01%	1528

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 Planning's JPM Position: Q2 2026 in Review

Creative Planning increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $14.9M and bringing the position to 1,591,305 shares worth $521M. The position accounts for 0.3% of the portfolio, ranked #46.

Creative Planning first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Creative Planning held 1,591,305 shares of JPMorgan Chase worth $521M as of Q2 2026.
Creative Planning bought 47,837 JPMorgan Chase shares in Q2 2026, an estimated $14.9M.
JPMorgan Chase made up 0.3% of Creative Planning's portfolio in Q2 2026, its #46 holding.
Creative Planning first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.