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CreativeOne Wealth’s JPMorgan Chase JPM Stock Holding History

CreativeOne Wealth’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 		$9.18M Sell
31,195
-1,170
-4% -$355K 0.21% 87
2025
Q4 		$10.4M Sell
32,365
-396
-1% -$123K 0.25% 74
2025
Q3 		$10.3M Buy
32,761
+794
+2% +$236K 0.25% 77
2025
Q2 		$9.27M Buy
31,967
+2,662
+9% +$679K 0.24% 79
2025
Q1 		$7.19M Buy
29,305
+4,525
+18% +$1.15M 0.22% 95
2024
Q4 		$5.94M Buy
24,780
+1,883
+8% +$439K 0.18% 113
2024
Q3 		$4.83M Buy
22,897
+6,902
+43% +$1.45M 0.16% 123
2024
Q2 		$3.23M Sell
15,995
-5,744
-26% -$1.12M 0.16% 126
2024
Q1 		$4.36M Buy
21,739
+7,197
+49% +$1.3M 0.17% 119
2023
Q4 		$2.47M Sell
14,542
-10,408
-42% -$1.58M 0.16% 124
2023
Q3 		$3.62M Sell
24,950
-5,967
-19% -$894K 0.26% 82
2023
Q2 		$4.5M Sell
30,917
-1,161
-4% -$160K 0.21% 91
2023
Q1 		$4.18M Buy
32,078
+111
+0.3% +$15.2K 0.21% 92
2022
Q4 		$4.29M Buy
31,967
+1,027
+3% +$130K 0.24% 87
2022
Q3 		$3.23M Buy
30,940
+1,896
+7% +$218K 0.19% 97
2022
Q2 		$3.27M Sell
29,044
-2,356
-8% -$292K 0.18% 92
2022
Q1 		$4.28M Sell
31,400
-9,546
-23% -$1.41M 0.22% 77
2021
Q4 		$6.48M Buy
40,946
+1,674
+4% +$275K 0.32% 60
2021
Q3 		$6.42M Buy
39,272
+549
+1% +$86.1K 0.38% 60
2021
Q2 		$6.02M Buy
38,723
+434
+1% +$68.2K 0.37% 57
2021
Q1 		$5.83M Buy
38,289
+1,680
+5% +$242K 0.44% 42
2020
Q4 		$4.65M Buy
36,609
+30,787
+529% +$3.44M 0.39% 53
2020
Q3 		$560K Buy
5,822
+807
+16% +$79.2K 0.08% 160
2020
Q2 		$472K Sell
5,015
-107
-2% -$10.2K 0.07% 155
2020
Q1 		$461K Sell
5,122
-225
-4% -$27.3K 0.09% 109
2019
Q4 		$746K Sell
5,347
-452
-8% -$58K 0.13% 84
2019
Q3 		$683K Sell
5,799
-306
-5% -$34.6K 0.13% 80
2019
Q2 		$682K Buy
6,105
+2,017
+49% +$222K 0.14% 75
2019
Q1 		$414K Buy
4,088
+270
+7% +$27.8K 0.11% 77
2018
Q4 		$373K Buy
+3,818
New +$407K 0.13% 67

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

CreativeOne Wealth's JPM Position: Q1 2026 in Review

CreativeOne Wealth reduced its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, selling an estimated $355K and leaving 31,195 shares worth $9.18M. The position accounts for 0.21% of the portfolio, ranked #87.

CreativeOne Wealth first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CreativeOne Wealth held 31,195 shares of JPMorgan Chase worth $9.18M as of Q1 2026.
  • CreativeOne Wealth sold 1,170 JPMorgan Chase shares in Q1 2026, an estimated $355K.
  • JPMorgan Chase made up 0.21% of CreativeOne Wealth's portfolio in Q1 2026, its #87 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • CreativeOne Wealth's JPMorgan Chase position peaked at $10.4M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.