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
2025 Q4	–	Sell	-3,200	Closed	-$13.4K	–	4015
2025 Q3	$13.4K	Buy	+3,200	New	+$952K	﹤0.01%	3832
2021 Q4	–	Sell	-5,000	Closed	-$1K	–	2156
2021 Q3	$1K	Hold	5,000	–	–	﹤0.01%	2109
2021 Q2	$1K	Buy	+5,000	New	+$785K	﹤0.01%	2048
2020 Q2	–	Sell	-300	Closed	-$1K	–	2076
2020 Q1	$1K	Sell	300 -2,700	-90%	-$328K	﹤0.01%	1848
2019 Q4	$1K	Buy	3,000 +1,000	+50%	+$128K	﹤0.01%	1967
2019 Q3	$7K	Hold	2,000	–	–	﹤0.01%	1916
2019 Q2	$11K	Hold	2,000	–	–	﹤0.01%	1921
2019 Q1	$18K	Hold	2,000	–	–	﹤0.01%	1845
2018 Q4	$26K	Hold	2,000	–	–	﹤0.01%	1771
2018 Q3	$15K	Buy	+2,000	New	+$227K	﹤0.01%	1969
2017 Q3	–	Sell	-1,700	Closed	-$1K	–	2831
2017 Q2	$1K	Hold	1,700	–	–	﹤0.01%	4450
2017 Q1	$3K	Sell	1,700 -600	-26%	-$52.9K	﹤0.01%	4165
2016 Q4	$5K	Buy	+2,300	New	+$175K	﹤0.01%	3953
2016 Q3	–	Sell	-600	Closed	-$1K	–	4660
2016 Q2	$1K	Hold	600	–	–	﹤0.01%	4170
2016 Q1	$2K	Hold	600	–	–	﹤0.01%	3955
2015 Q4	$2K	Buy	+600	New	+$39.1K	﹤0.01%	4031

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.