CREATIVE FINANCIAL DESIGNS INC /ADV

Position in JPM — Jpmorgan Chase & Co

CIK 819864 KOKOMO, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,787,549

+$327,045 QoQ

Shares Held

5,461

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#3,070

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. JPM ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	27,872	$3,900,965
2	RY	Royal Bank Of Canada	10,436	$2,159,938
3	JPM	Jpmorgan Chase & Co This page	5,461	$1,787,549
4	BAC	Bank Of America Corp /De/	17,552	$1,000,112
5	WFC	Wells Fargo & Company/Mn	1,990	$164,453
6	UBS	UBS Group AG	2,909	$144,170
7	HSBC	Hsbc Holdings PLC	213	$20,254
8	SAN	Banco Santander, S.A.	1,292	$17,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,787,549	5,461	+10.0%	Shares	Sole	2026-07-28
2026-03-31	$1,460,504	4,965	+1.5%	Shares	Sole	2026-04-13
2025-12-31	$1,575,978	4,891	+8.3%	Shares	Sole	2026-02-06
2025-09-30	$1,424,166	4,515	-7.8%	Shares	Sole	2025-11-12
2025-06-30	$1,419,399	4,896	-0.6%	Shares	Sole	2025-08-04
2025-03-31	$1,208,838	4,928	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$1,187,523	4,954	-5.2%	Shares	Sole	2025-02-10
2024-09-30	$1,102,376	5,228	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$1,057,010	5,226	+12.4%	Shares	Sole	2024-08-06
2024-03-31	$930,994	4,648	-26.8%	Shares	Sole	2024-05-01
2023-12-31	$1,079,794	6,348	-3.6%	Shares	Sole	2024-01-10
2023-09-30	$955,101	6,586	+4.9%	Shares	Sole	2023-11-14
2023-06-30	$913,217	6,279	-5.8%	Shares	Sole	2023-07-26
2023-03-31	$869,037	6,669	-16.5%	Shares	Sole	2023-04-25
2022-12-31	$1,071,056	7,987	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$832,029	7,962	+35.8%	Shares	Sole	2022-11-01
2022-06-30	$660,345	5,864	+9.2%	Shares	Sole	2022-08-01
2022-03-31	$732,174	5,371	-52.3%	Shares	Sole	2022-04-15
2021-12-31	$1,783,812	11,265	+12.2%	Shares	Sole	2022-01-26
2021-09-30	$1,643,447	10,040	+6.1%	Shares	Sole	2021-10-08
2021-06-30	$1,471,875	9,463	+49.0%	Shares	Sole	2021-07-27
2021-03-31	$966,660	6,350	+20.6%	Shares	Sole	2021-04-19
2020-12-31	$669,023	5,265	+6.6%	Shares	Sole	2021-01-08
2020-09-30	$475,670	4,941	+62.8%	Shares	Sole	2020-10-06
2020-06-30	$285,472	3,035	+153.8%	Shares	Sole	2020-07-23
2020-03-31	$107,675	1,196	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.