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Creekside Partners’s JPMorgan Chase JPM Stock Holding History

Creekside Partners’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 		$933K Hold
3,171
– – 0.38% 61
2025
Q4 		$1.02M Hold
3,171
– – 0.43% 58
2025
Q3 		$1M Sell
3,171
-92
-3% -$27.4K 0.44% 58
2025
Q2 		$946K Hold
3,263
– – 0.45% 55
2025
Q1 		$800K Hold
3,263
– – 0.42% 56
2024
Q4 		$782K Hold
3,263
– – 0.41% 56
2024
Q3 		$688K Sell
3,263
-23
-0.7% -$4.84K 0.36% 66
2024
Q2 		$665K Buy
+3,286
New +$642K 0.37% 59

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

Creekside Partners's JPM Position: Q1 2026 in Review

Creekside Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,171 shares worth $933K. The position accounts for 0.38% of the portfolio, ranked #61.

Creekside Partners first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Creekside Partners held 3,171 shares of JPMorgan Chase worth $933K as of Q1 2026.
  • Creekside Partners left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.38% of Creekside Partners's portfolio in Q1 2026, its #61 holding.
  • Creekside Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Creekside Partners's JPMorgan Chase position peaked at $1.02M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.