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Abacus Planning Group’s JPMorgan Chase JPM Stock Holding History

Abacus Planning Group’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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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. 3,032 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.
  • 3,032 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.