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Position history for Creative PlanningCreative Planning's holdings in JPMORGAN CHASE & CO

Creative Planning holds 1.6M shares of JPM (JPMORGAN CHASE & CO), worth $520.9M as of 2026-Q2. The position was increased (+3.1% shares). JPM represents 0.3% of Creative Planning's portfolio.

Current Value

$520.9M

Current Shares

1.6M

Total Value Change

+$280.7M

Total Shares Change

+452,190

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+3.1%
$520.9M0.3%$325.86
39
2026-Q1
Increased
1.5M
+3.0%
$454M0.3%$300.26
38
2025-Q4
Increased
1.5M
+2.6%
$483.1M0.3%$321.97
38
2025-Q3
Increased
1.5M
+7.0%
$460.8M0.4%$312.75
40
2025-Q2
Increased
1.4M
+2.2%
$395.7M0.3%$283.07
38
2025-Q1
Increased
1.3M
+13.1%
$327.5M0.3%$237.97
42
2024-Q4
Increased
1.2M
+3.6%
$282.8M0.3%$233.31
38
2024-Q3
Increased
1.1M
+3.1%
$240.2M0.2%$203.96
38

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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