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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
Q2 		$3.32M Sell
10,130
-1,329
-12% -$413K 2.02% 9
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 $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 $3.37T AUM 44.26% 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

Meadow Creek Wealth Advisors's JPM Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $413K and leaving 10,130 shares worth $3.32M. The position accounts for 2.02% of the portfolio, ranked #9.

Meadow Creek Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.72M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Meadow Creek Wealth Advisors held 10,130 shares of JPMorgan Chase worth $3.32M as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 1,329 JPMorgan Chase shares in Q2 2026, an estimated $413K.
  • JPMorgan Chase made up 2.02% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Meadow Creek Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 16 quarters since.
  • Meadow Creek Wealth Advisors's JPMorgan Chase position peaked at $3.72M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.