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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
Q2 		$447K Sell
1,271
-428
-25% -$133K 0.15% 267
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jackson Creek Investment Advisors's JPM Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $133K and leaving 1,271 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #267.

Jackson Creek Investment Advisors first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jackson Creek Investment Advisors held 1,271 shares of JPMorgan Chase worth $447K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 428 JPMorgan Chase shares in Q2 2026, an estimated $133K.
  • JPMorgan Chase made up 0.15% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Jackson Creek Investment Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Jackson Creek Investment Advisors's JPMorgan Chase position peaked at $1.07M in Q1 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.