Position history for Creative Planning's holdings in JPMORGAN CHASE & CO
Creative Planning holds 1.5M shares of JPM (JPMORGAN CHASE & CO), worth $483.1M as of 2025-Q4. The position was increased (++2.6% shares). JPM represents 0.3% of Creative Planning's portfolio.
Current Value
$483.1M
Current Shares
1.5M
Total Value Change
+$259.7M
Total Shares Change
+394,883
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.5M |
+2.6% |
| $483.1M |
| 0.3% |
| $321.97 |
38 |
| 2025-Q3 | Increased | 1.5M | +7.0% | $460.8M | 0.4% | $312.75 | 40 |
| 2025-Q2 | Increased | 1.4M | +2.2% | $395.7M | 0.3% | $283.07 | 38 |
| 2025-Q1 | Increased | 1.3M | +13.1% | $327.5M | 0.3% | $237.97 | 42 |
| 2024-Q4 | Increased | 1.2M | +3.6% | $282.8M | 0.3% | $233.31 | 38 |
| 2024-Q3 | Increased | 1.1M | +3.1% | $240.2M | 0.2% | $203.96 | 38 |
| 2024-Q2 | Increased | 1.1M | +3.5% | $223.4M | 0.2% | $194.90 | 38 |