Creative Planning
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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
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 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.