Action Point Financial Planning’s JPMorgan Chase JPM Stock Holding History

Action Point Financial Planning’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	$2.09M	Buy	+6,411	New	+$1.99M	0.21%	102

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Action Point Financial Planning's JPM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Chase (JPM) in Q2 2026: 6,411 shares worth $2.09M. The stake represents 0.21% of the portfolio and ranks #102 among its holdings.

5,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Action Point Financial Planning held 6,411 shares of JPMorgan Chase worth $2.09M as of Q2 2026.
JPMorgan Chase was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Chase made up 0.21% of Action Point Financial Planning's portfolio in Q2 2026, its #102 holding.
5,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.