Abacus Planning Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.1M | Buy |
21,700
+166
| +0.8% | +$51.6K | 0.88% | 21 |
|
|
2026
Q1 | $6.33M | Buy |
21,534
+440
| +2% | +$134K | 0.85% | 21 |
|
|
2025
Q4 | $6.8M | Sell |
21,094
-246
| -1% | -$76.2K | 0.9% | 22 |
|
|
2025
Q3 | $6.73M | Sell |
21,340
-74
| -0.3% | -$22K | 0.93% | 22 |
|
|
2025
Q2 | $6.21M | Sell |
21,414
-91
| -0.4% | -$23.2K | 0.92% | 19 |
|
|
2025
Q1 | $5.28M | Buy |
21,505
+142
| +0.7% | +$36.2K | 0.92% | 19 |
|
|
2024
Q4 | $5.12M | Buy |
21,363
+14
| +0.1% | +$3.26K | 0.9% | 21 |
|
|
2024
Q3 | $4.5M | Buy |
21,349
+789
| +4% | +$166K | 0.8% | 21 |
|
|
2024
Q2 | $4.16M | Buy |
20,560
+256
| +1% | +$50K | 0.81% | 20 |
|
|
2024
Q1 | $4.07M | Sell |
20,304
-608
| -3% | -$110K | 0.79% | 20 |
|
|
2023
Q4 | $3.56M | Sell |
20,912
-86
| -0.4% | -$13K | 0.75% | 20 |
|
|
2023
Q3 | $3.05M | Buy |
20,998
+4
| +0% | +$600 | 0.74% | 21 |
|
|
2023
Q2 | $3.05M | Buy |
20,994
+2
| +0% | +$275 | 0.74% | 21 |
|
|
2023
Q1 | $2.74M | Buy |
20,992
+3
| +0% | +$411 | 0.7% | 24 |
|
|
2022
Q4 | $2.81M | Buy |
20,989
+120
| +0.6% | +$15.2K | 0.77% | 23 |
|
|
2022
Q3 | $2.18M | Sell |
20,869
-492
| -2% | -$56.5K | 0.66% | 28 |
|
|
2022
Q2 | $2.4M | Buy |
21,361
+608
| +3% | +$75.3K | 0.71% | 26 |
|
|
2022
Q1 | $2.83M | Buy |
20,753
+16
| +0.1% | +$2.36K | 0.76% | 24 |
|
|
2021
Q4 | $3.28M | Buy |
20,737
+517
| +3% | +$84.9K | 0.88% | 20 |
|
|
2021
Q3 | $3.31M | Buy |
20,220
+99
| +0.5% | +$15.5K | 1.05% | 19 |
|
|
2021
Q2 | $3.13M | Sell |
20,121
-1,423
| -7% | -$223K | 0.96% | 20 |
|
|
2021
Q1 | $3.28M | Buy |
21,544
+335
| +2% | +$48.2K | 1.05% | 18 |
|
|
2020
Q4 | $2.69M | Sell |
21,209
-297
| -1% | -$33.2K | 0.83% | 19 |
|
|
2020
Q3 | $2.07M | Sell |
21,506
-1,096
| -5% | -$108K | 0.76% | 22 |
|
|
2020
Q2 | $2.13M | Sell |
22,602
-963
| -4% | -$91.4K | 0.87% | 19 |
|
|
2020
Q1 | $2.12M | Sell |
23,565
-1,958
| -8% | -$238K | 1.04% | 16 |
|
|
2019
Q4 | $3.56M | Buy |
25,523
+41
| +0.2% | +$5.26K | 1.63% | 8 |
|
|
2019
Q3 | $3M | Buy |
25,482
+2,032
| +9% | +$230K | 1.49% | 11 |
|
|
2019
Q2 | $2.62M | Sell |
23,450
-2,049
| -8% | -$226K | 1.58% | 11 |
|
|
2019
Q1 | $2.58M | Buy |
25,499
+832
| +3% | +$85.7K | 1.61% | 11 |
|
|
2018
Q4 | $2.41M | Buy |
+24,667
| New | +$2.63M | 1.83% | 10 |
|
Other funds holding JPM
Abacus Planning Group's JPM Position: Q2 2026 in Review
Abacus Planning Group increased its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, buying an estimated $51.6K and bringing the position to 21,700 shares worth $7.1M. The position accounts for 0.88% of the portfolio, ranked #21.
Abacus Planning Group first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Abacus Planning Group held 21,700 shares of JPMorgan Chase worth $7.1M as of Q2 2026.
- Abacus Planning Group bought 166 JPMorgan Chase shares in Q2 2026, an estimated $51.6K.
- JPMorgan Chase made up 0.88% of Abacus Planning Group's portfolio in Q2 2026, its #21 holding.
- Abacus Planning Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.