MCWA
JPM icon

Meadow Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Meadow Creek Wealth 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 		$3.37M Sell
11,459
-77
-0.7% -$23.4K 2.18% 9
2025
Q4 		$3.72M Sell
11,536
-113
-1% -$35K 2.38% 10
2025
Q3 		$3.48M Sell
11,649
-290
-2% -$86.3K 2.31% 9
2025
Q2 		$3.46M Sell
11,939
-81
-0.7% -$20.7K 2.34% 9
2025
Q1 		$2.95M Sell
12,020
-85
-0.7% -$21.7K 2.2% 8
2024
Q4 		$2.9M Sell
12,105
-359
-3% -$83.6K 2.09% 9
2024
Q3 		$2.63M Buy
12,464
+507
+4% +$107K 2.08% 8
2024
Q2 		$2.42M Buy
11,957
+573
+5% +$112K 2.29% 8
2024
Q1 		$2.28M Buy
11,384
+1,109
+11% +$200K 1.59% 12
2023
Q4 		$1.75M Buy
+10,275
New +$1.56M 1.7% 11
2022
Q3 		$996K Buy
9,527
+13
+0.1% +$1.49K 1.32% 10
2022
Q2 		$1.07M Buy
9,514
+117
+1% +$14.5K 1.32% 8
2022
Q1 		$1.28M Sell
9,397
-667
-7% -$98.5K 1.39% 7
2021
Q4 		$1.59M Buy
+10,064
New +$1.65M 1.5% 7
2019
Q4 		$1.2M Buy
+8,579
New +$1.1M 1.66% 7

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

Meadow Creek Wealth Advisors's JPM Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.67% in Q1 2026, selling an estimated $23.4K and leaving 11,459 shares worth $3.37M. The position accounts for 2.18% of the portfolio, ranked #9.

Meadow Creek Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.72M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Meadow Creek Wealth Advisors held 11,459 shares of JPMorgan Chase worth $3.37M as of Q1 2026.
  • Meadow Creek Wealth Advisors sold 77 JPMorgan Chase shares in Q1 2026, an estimated $23.4K.
  • JPMorgan Chase made up 2.18% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Meadow Creek Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 15 quarters since.
  • Meadow Creek Wealth Advisors's JPMorgan Chase position peaked at $3.72M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.