Creekmur Asset Management’s JPMorgan Chase JPM Stock Holding History

Creekmur Asset Management’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 Q3	$1.21M	Sell	3,839 -1,720	-31%	-$512K	0.2%	68
2025 Q2	$1.61M	Buy	5,559 +1,690	+44%	+$431K	0.28%	49
2025 Q1	$949K	Buy	3,869 +2,718	+236%	+$693K	0.2%	56
2024 Q4	$276K	Buy	1,151 +1	+0.1%	+$233	0.06%	108
2024 Q3	$243K	Sell	1,150 -31	-3%	-$6.53K	0.06%	102
2024 Q2	$239K	Sell	1,181 -168	-12%	-$32.8K	0.06%	112
2024 Q1	$270K	Buy	1,349 +161	+14%	+$29.1K	0.09%	95
2023 Q4	$202K	Buy	+1,188	New	+$180K	0.06%	139

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Creekmur Asset Management's JPM Position: Q3 2025 in Review

Creekmur Asset Management reduced its JPMorgan Chase (JPM) stake by 31% in Q3 2025, selling an estimated $512K and leaving 3,839 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #68.

Creekmur Asset Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.61M in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Creekmur Asset Management held 3,839 shares of JPMorgan Chase worth $1.21M as of Q3 2025.
Creekmur Asset Management sold 1,720 JPMorgan Chase shares in Q3 2025, an estimated $512K.
JPMorgan Chase made up 0.2% of Creekmur Asset Management's portfolio in Q3 2025, its #68 holding.
Creekmur Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's JPMorgan Chase position peaked at $1.61M in Q2 2025.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.