Creative Planning

Position in JPM — Jpmorgan Chase & Co

CIK 1540235 OVERLAND PARK, KS

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$520,881,865

+$66,855,319 QoQ

Shares Held

1,591,305

+3.1% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#145

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$5,355

PutShares

900

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 Jun 30, 2026

Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. JPM ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,591,305	$520,881,865
2	BAC	Bank Of America Corp /De/	3,866,843	$220,332,714
3	WFC	Wells Fargo & Company/Mn	1,444,769	$119,395,709
4	RY	Royal Bank Of Canada	316,346	$65,474,131
5	C	Citigroup Inc	382,940	$53,596,281
6	TD	Toronto Dominion Bank	310,241	$37,672,563
7	SAN	Banco Santander, S.A.	2,596,097	$35,826,138
8	MUFG	Mitsubishi Ufj Financial Group Inc	1,548,878	$30,807,182

All Filings in JPM

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,355	900	-71.9%	Put	Sole	2026-08-13
2026-06-30	$520,881,865	1,591,305	+3.1%	Shares	Defined	2026-08-13
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	+7.0%	Shares	Sole	2025-11-14
2025-09-30	$13,440	3,200	-36.0%	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	+14.2%	Shares	Defined	2023-11-16
2023-06-30	$43,632	300	0.0%	Call	Sole	2023-07-21
2023-06-30	$146,135,203	1,004,780	+4.5%	Shares	Defined	2023-07-21
2023-03-31	$39,093	300	+200.0%	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	-8.0%	Shares	Sole	2022-11-03
2022-09-30	$2,000	100	0.0%	Call	Sole	2022-11-03
2022-06-30	$107,217,332	952,112	+27.8%	Shares	Sole	2022-08-15
2022-06-30	$2,000	100	-95.0%	Call	Sole	2022-08-15
2022-03-31	$101,554,446	744,971	+29.3%	Shares	Sole	2022-05-16
2022-03-31	$147,320	2,000	—	Call	Sole	2022-05-16
2021-12-31	$91,255,363	576,289	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$1,000	5,000	0.0%	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	-3.3%	Shares	Sole	2021-08-04
2021-06-30	$1,000	5,000	+4900.0%	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	+3.7%	Shares	Sole	2020-11-05
2020-09-30	$9,627	100	0.0%	Put	Sole	2020-11-05
2020-06-30	$51,859,134	551,341	+5.0%	Shares	Sole	2020-07-23
2020-06-30	$9,406	100	-66.7%	Put	Sole	2020-07-23
2020-03-31	$1,000	300	—	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.