Creative Planning

Position in JPM — Jpmorgan Chase & Co

CIK 1540235 OVERLAND PARK, KS

Back to JPM Full portfolio

Position in JPM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$454,026,546

-$29,062,433 QoQ

Shares Held

1,543,468

+2.9% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.43434711227846934.ToString("F0")% Shared 0.ToString("F0")% None 99.56565288772154.ToString("F0")%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,009,376

PutShares

3,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. JPM ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,543,468	$454,026,546
2	BAC	Bank Of America Corp /De/	3,662,719	$178,557,551
3	WFC	Wells Fargo & Company/Mn	1,321,100	$105,172,770
4	RY	Royal Bank Of Canada	295,907	$47,871,833
5	C	Citigroup Inc	369,286	$41,880,724
6	HSBC	Hsbc Holdings PLC	316,683	$26,123,179
7	SAN	Banco Santander, S.A.	2,285,033	$25,775,171
8	TD	Toronto Dominion Bank	264,504	$24,680,867

All Filings in JPM

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$454,026,546	1,543,468	+2.9%	Shares	Defined	2026-05-12
2025-12-31	$483,088,979	1,499,252	+2.6%	Shares	Sole	2026-02-17
2025-09-30	$460,810,424	1,460,896	+45553.0%	Shares	Sole	2025-11-14
2025-09-30	$1,009,376	3,200	-99.8%	Put	Sole	2025-11-14
2025-06-30	$395,694,389	1,364,887	+2.2%	Shares	Sole	2025-08-08
2025-03-31	$327,486,047	1,335,043	+13.1%	Shares	Sole	2025-05-15
2024-12-31	$282,848,211	1,179,960	+3.6%	Shares	Defined	2025-02-14
2024-09-30	$240,193,788	1,139,115	+3.1%	Shares	Defined	2024-10-11
2024-06-30	$223,369,638	1,104,369	+3.5%	Shares	Defined	2024-08-15
2024-03-31	$213,803,223	1,067,415	+3.8%	Shares	Defined	2024-05-13
2023-12-31	$174,966,560	1,028,610	-10.4%	Shares	Defined	2024-02-14
2023-09-30	$166,438,873	1,147,696	+382465.3%	Shares	Defined	2023-11-16
2023-06-30	$43,632	300	-100.0%	Call	Sole	2023-07-21
2023-06-30	$146,135,203	1,004,780	+334826.7%	Shares	Defined	2023-07-21
2023-03-31	$39,093	300	-100.0%	Call	Sole	2023-05-15
2023-03-31	$125,320,690	961,712	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$131,045,872	977,225	+11.6%	Shares	Sole	2023-02-10
2022-09-30	$91,487,555	875,479	+875379.0%	Shares	Sole	2022-11-03
2022-09-30	$10,450	100	-100.0%	Call	Sole	2022-11-03
2022-06-30	$107,217,332	952,112	+952012.0%	Shares	Sole	2022-08-15
2022-06-30	$11,261	100	-100.0%	Call	Sole	2022-08-15
2022-03-31	$101,554,446	744,971	+37148.6%	Shares	Sole	2022-05-16
2022-03-31	$272,640	2,000	-99.7%	Call	Sole	2022-05-16
2021-12-31	$91,255,363	576,289	+11425.8%	Shares	Sole	2022-02-11
2021-09-30	$818,450	5,000	-99.1%	Put	Sole	2021-11-10
2021-09-30	$94,245,499	575,756	-1.6%	Shares	Sole	2021-11-10
2021-06-30	$90,998,209	585,047	+11600.9%	Shares	Sole	2021-08-04
2021-06-30	$777,700	5,000	-99.2%	Put	Sole	2021-08-04
2021-03-31	$92,132,792	605,221	+1.9%	Shares	Sole	2021-04-30
2020-12-31	$75,505,248	594,202	+3.9%	Shares	Sole	2021-01-29
2020-09-30	$55,031,590	571,638	+571538.0%	Shares	Sole	2020-11-05
2020-09-30	$9,627	100	-100.0%	Put	Sole	2020-11-05
2020-06-30	$51,859,134	551,341	+551241.0%	Shares	Sole	2020-07-23
2020-06-30	$9,406	100	-66.7%	Put	Sole	2020-07-23
2020-03-31	$27,009	300	-99.9%	Put	Sole	2020-05-05
2020-03-31	$47,293,119	525,304	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.