Turtle Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Turtle Creek Wealth Advisors's JPM Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $2.96M and bringing the position to 81,865 shares worth $26.8M. The position accounts for 1.41% of the portfolio, ranked #18.
Turtle Creek Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Turtle Creek Wealth Advisors held 81,865 shares of JPMorgan Chase worth $26.8M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 9,527 JPMorgan Chase shares in Q2 2026, an estimated $2.96M.
- JPMorgan Chase made up 1.41% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #18 holding.
- Turtle Creek Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.