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Jackson Creek Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Jackson Creek Investment Advisors’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 		$500K Sell
1,699
-8
-0.5% -$2.43K 0.15% 206
2025
Q4 		$550K Sell
1,707
-42
-2% -$13K 0.16% 192
2025
Q3 		$552K Sell
1,749
-503
-22% -$150K 0.16% 190
2025
Q2 		$653K Sell
2,252
-218
-9% -$55.6K 0.18% 208
2025
Q1 		$606K Buy
2,470
+41
+2% +$10.5K 0.19% 215
2024
Q4 		$582K Buy
2,429
+1
+0% +$233 0.18% 211
2024
Q3 		$512K Sell
2,428
-42
-2% -$8.85K 0.15% 221
2024
Q2 		$500K Sell
2,470
-2,897
-54% -$566K 0.18% 225
2024
Q1 		$1.07M Sell
5,367
-165
-3% -$29.8K 0.38% 116
2023
Q4 		$941K Buy
5,532
+1,249
+29% +$189K 0.36% 148
2023
Q3 		$621K Buy
4,283
+1,226
+40% +$184K 0.26% 199
2023
Q2 		$445K Buy
+3,057
New +$420K 0.18% 246

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

Jackson Creek Investment Advisors's JPM Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.47% in Q1 2026, selling an estimated $2.43K and leaving 1,699 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #206.

Jackson Creek Investment Advisors first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2024. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jackson Creek Investment Advisors held 1,699 shares of JPMorgan Chase worth $500K as of Q1 2026.
  • Jackson Creek Investment Advisors sold 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
  • JPMorgan Chase made up 0.15% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #206 holding.
  • Jackson Creek Investment Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
  • Jackson Creek Investment Advisors's JPMorgan Chase position peaked at $1.07M in Q1 2024.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.