Turtle Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
VCM
VPM
Turtle Creek Wealth Advisors's JPM Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its JPMorgan Chase (JPM) stake by 8.5% in Q1 2026, buying an estimated $1.71M and bringing the position to 72,338 shares worth $21.3M. The position accounts for 1.61% of the portfolio, ranked #11.
Turtle Creek Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.5M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Turtle Creek Wealth Advisors held 72,338 shares of JPMorgan Chase worth $21.3M as of Q1 2026.
- Turtle Creek Wealth Advisors bought 5,641 JPMorgan Chase shares in Q1 2026, an estimated $1.71M.
- JPMorgan Chase made up 1.61% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #11 holding.
- Turtle Creek Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
- Turtle Creek Wealth Advisors's JPMorgan Chase position peaked at $21.5M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.