How many shares of AMJB does Creative Planning own?

As of 2026-Q2, Creative Planning holds 24,575 shares of AMJB (JPMORGAN CHASE FINL CO LLC).

What is Creative Planning's AMJB position worth?

As of 2026-Q2, Creative Planning's AMJB position is worth $847,592.

Based on available 13F filings, Creative Planning first reported a position in AMJB in 2024-Q4. They have held the position across 7 quarters.

Position history for Creative Planning's holdings in JPMORGAN CHASE FINL CO LLC

Current Value

$847,592

Current Shares

24,575

Total Value Change

+$458,208

Total Shares Change

+11,380

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	24,575	0.0%	$847,592	0.0%	$34.49	0
2026-Q1	Decreased	24,575	-17.6%	$849,558	0.0%	$34.38	0
2025-Q4	Increased	29,815	+103.0%	$891,767	0.0%	$29.84	40
2025-Q3	Decreased	14,684	-10.5%	$433,472	0.0%	$29.00	0
2025-Q2	Increased	16,400	+12.4%	$496,264	0.0%	$29.52	27
2025-Q1	Increased	14,592	+10.6%	$473,948	0.0%	$31.09	27
2024-Q4	New	13,195	-	$389,384	0.0%	$27.48	33