Asset Planning Services Inc’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
Q1 | $11.7M | Buy |
39,832
+295
| +0.7% | +$89.5K | 5.14% | 3 |
|
|
2025
Q4 | $12.7M | Sell |
39,537
-2,520
| -6% | -$780K | 5.63% | 3 |
|
|
2025
Q3 | $13.3M | Buy |
42,057
+150
| +0.4% | +$44.6K | 5.59% | 3 |
|
|
2025
Q2 | $12.1M | Sell |
41,907
-235
| -0.6% | -$60K | 5.59% | 3 |
|
|
2025
Q1 | $10.3M | Sell |
42,142
-310
| -0.7% | -$79K | 5.26% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
42,452
-45
| -0.1% | -$10.5K | 4.96% | 3 |
|
|
2024
Q3 | $8.96M | Sell |
42,497
-390
| -0.9% | -$82.1K | 4.43% | 4 |
|
|
2024
Q2 | $8.67M | Sell |
42,887
-690
| -2% | -$135K | 4.58% | 4 |
|
|
2024
Q1 | $8.73M | Sell |
43,577
-565
| -1% | -$102K | 4.88% | 3 |
|
|
2023
Q4 | $7.51M | Sell |
44,142
-610
| -1% | -$92.4K | 4.57% | 3 |
|
|
2023
Q3 | $6.49M | Buy |
44,752
+110
| +0.2% | +$16.5K | 4.26% | 6 |
|
|
2023
Q2 | $6.49M | Sell |
44,642
-325
| -0.7% | -$44.7K | 4% | 6 |
|
|
2023
Q1 | $5.86M | Sell |
44,967
-1,665
| -4% | -$228K | 3.71% | 10 |
|
|
2022
Q4 | $6.25M | Buy |
46,632
+100
| +0.2% | +$12.7K | 3.96% | 10 |
|
|
2022
Q3 | $4.86M | Sell |
46,532
-100
| -0.2% | -$11.5K | 3.42% | 15 |
|
|
2022
Q2 | $5.25M | Buy |
46,632
+475
| +1% | +$58.9K | 3.44% | 15 |
|
|
2022
Q1 | $6.29M | Buy |
46,157
+1,500
| +3% | +$221K | 3.61% | 11 |
|
|
2021
Q4 | $7.07M | Sell |
44,657
-1,100
| -2% | -$181K | 3.81% | 7 |
|
|
2021
Q3 | $7.49M | Hold |
45,757
| – | – | 4.42% | 4 |
|
|
2021
Q2 | $7.12M | Sell |
45,757
-350
| -0.8% | -$55K | 4.11% | 4 |
|
|
2021
Q1 | $7.02M | Sell |
46,107
-100
| -0.2% | -$14.4K | 4.24% | 4 |
|
|
2020
Q4 | $5.87M | Sell |
46,207
-75
| -0.2% | -$8.38K | 3.76% | 10 |
|
|
2020
Q3 | $4.46M | Buy |
46,282
+1,100
| +2% | +$108K | 3.05% | 17 |
|
|
2020
Q2 | $4.25M | Buy |
45,182
+225
| +0.5% | +$21.3K | 3.07% | 16 |
|
|
2020
Q1 | $4.05M | Buy |
44,957
+525
| +1% | +$63.8K | 3.34% | 16 |
|
|
2019
Q4 | $6.19M | Buy |
44,432
+1,725
| +4% | +$221K | 3.95% | 4 |
|
|
2019
Q3 | $5.03M | Buy |
42,707
+1,500
| +4% | +$170K | 3.26% | 12 |
|
|
2019
Q2 | $4.61M | Buy |
41,207
+1,950
| +5% | +$215K | 3% | 16 |
|
|
2019
Q1 | $3.97M | Buy |
39,257
+34,725
| +766% | +$3.58M | 2.72% | 21 |
|
|
2018
Q4 | $442K | Hold |
4,532
| – | – | 0.34% | 36 |
|
|
2018
Q3 | $511K | Hold |
4,532
| – | – | 0.35% | 34 |
|
|
2018
Q2 | $472K | Hold |
4,532
| – | – | 0.34% | 34 |
|
|
2018
Q1 | $498K | Hold |
4,532
| – | – | 0.37% | 34 |
|
|
2017
Q4 | $485K | Hold |
4,532
| – | – | 0.34% | 35 |
|
|
2017
Q3 | $432K | Hold |
4,532
| – | – | 0.35% | 31 |
|
|
2017
Q2 | $414K | Hold |
4,532
| – | – | 0.35% | 32 |
|
|
2017
Q1 | $398K | Hold |
4,532
| – | – | 0.34% | 32 |
|
|
2016
Q4 | $391K | Buy |
+4,532
| New | +$346K | 0.37% | 30 |
|
Other funds holding JPM
VCM
VPM
Asset Planning Services Inc's JPM Position: Q1 2026 in Review
Asset Planning Services Inc increased its JPMorgan Chase (JPM) stake by 0.75% in Q1 2026, buying an estimated $89.5K and bringing the position to 39,832 shares worth $11.7M. The position accounts for 5.14% of the portfolio, ranked #3.
Asset Planning Services Inc first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.3M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Asset Planning Services Inc held 39,832 shares of JPMorgan Chase worth $11.7M as of Q1 2026.
- Asset Planning Services Inc bought 295 JPMorgan Chase shares in Q1 2026, an estimated $89.5K.
- JPMorgan Chase made up 5.14% of Asset Planning Services Inc's portfolio in Q1 2026, its #3 holding.
- Asset Planning Services Inc first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- Asset Planning Services Inc's JPMorgan Chase position peaked at $13.3M in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.