Superior Planning, LLC’s JPMorgan Chase JPM Stock Holding History

Superior Planning, LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.26M	Buy	+3,794	New	+$1.33M	0.52%	41

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's JPM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 3,794 shares worth $1.26M. The stake represents 0.52% of the portfolio and ranks #41 among its holdings.

4,030 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Superior Planning, LLC held 3,794 shares of JPMorgan Chase worth $1.26M as of Q3 2026.
JPMorgan Chase was a new Superior Planning, LLC position in Q3 2026.
JPMorgan Chase made up 0.52% of Superior Planning, LLC's portfolio in Q3 2026, its #41 holding.
4,030 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.